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Proudly headquartered in Cedar Rapids, Iowa, our Basepoint Wealth fee-only advisors provide independent and transparent wealth management advice to clients throughout the state of Iowa. We also partner with clients virtually across the country. Backed by over 150 years of combined experience, the founding partners set out to build on a team-based, comprehensive approach to advice, investment management, and service. The mission was simple: create a more valuable wealth management experience that places the client at the center of the process and eliminates costly layers of obstruction between the client, their money, and their financial success. The commitments made at the beginning drive everything that we do: • Put the client first, always • Let the work on our desk be our best marketing • Build a team of experts • Leverage technology At the core of this commitment was the goal to place planning and advice at the forefront to delivering a straight-forward, effective, and common-sense investment philosophy designed to help clients grow, retain, and enjoy their wealth.
Total Financial Solutions was founded in 1981 and is backed with over 50 years of industry experience. Total Financial Solutions is a Debt Management, Small Business Bookkeeping and Tax Preparation Company. We are licensed and regulated by the Iowa Division of Banking. We provide top-notch debt management and accounting services to the general public. We offer great customer support and prices that cannot be beat! Through our commitment, experience and expertise, Total Financial Solutions has established a business relationship with our customers that we hope will last a lifetime.
Creative Planning is a nationally recognized wealth advisory firm dedicated to helping clients achieve their long-term financial goals through wealth management, investment management, retirement planning, trust and estate planning, taxes and insurance. We also provide consulting, tax, financial and technology services to business clients. Our services are delivered by a team of CERTIFIED FINANCIAL PLANNER professionals, CPAs, estate planning attorneys, insurance specialists, business consultants and more. All this expertise is in-house to help ensure your entire financial picture is working as hard as it can, day in and day out. And Creative Planning is a fiduciary, which means all recommendations are in our clients' best interests.
