As a fee-only, fiduciary advisory firm, we are uniquely positioned to offer unbiased financial advice at a fair price. Fee-only means that we never collect commissions, referral fees, or other hidden fees. Fiduciary means we are required by law to act in the best interest for the client; therefore the fiduciary standard is the highest standard of care.
Managing Partner of Retirement Plan Services
Chase spends most of his time in the retirement plan administrative space. Once the plan features are established, implementing the plan is the next step.
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Managing Partner of Retirement Plan Benefits
Travis works closely with the employer (plan sponsors/plan administrators) to design and build the retirement plan that best suits their needs.
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Partner, Financial Planner
Casey focuses on serving his clients through education so they can make informed and rational decisions. He helps clients envision what a great life looks like and how to achieve that life while still enjoying it today!
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Investment Strategy Consultant
Mike is a highly respected financial figure in the Cedar Falls/Waterloo area. He teaches free financial literacy classes, which landed him a couple appearances on KWWL; as well as a recently received Heros Among Us Award – 2018.
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