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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.
Our financial advisors in Cedar Rapids, Iowa, are proud to help you use a "Wealth Designed. Life Defined." approach to wealth management. That means we work with you to help you establish clear goals, and help you work toward them.
We do the work you do, so we understand what you face every day in working with clients. We support producers who have a variety of skill sets and specialties-traditional stock brokers, fee-only planners, alternative investment specialists, and others. You will receive the utmost in terms of our attention and our dedication to your success. We also provided dedicated tech support, creative marketing services, and a stead-fast transition team. Contact us today to learn more.
ow is your financial health? Credit fit is dedicated to helping you understand the current state of your credit profile and we will help you take the steps needed to improve your profile.
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