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Financial Planning Services

3600 1st Ave NE Ste 102
Cedar Rapids, IA 52402-6103
(319) 286-9447
Fax: (319) 286-9471
Services Offered:
Financial, Insurance
Financial Planning Services serves Linn County, IA
  • General Information
  • General Information
  • Description
    About My Business
    Insurance and investments for retirees and pre-retirees
    About My Services
    We are an independent financial planning firm with over 43 years of experience in helping clients with their persoanl insurance and investments.
    Experience And Credentials
    Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC)
    Fees And Payment Sources Accepted
    Insurance and investment products are offered without any upfront costs to client. Managed money accounts are subject to ongoing fees based upon size of account.
    Languages Spoken by Staff
    Hours of Service
    8am to 4:30pm CDT
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