Jean Mote / Financial Advisor in Cedar Rapids, Iowa

Fee-Only advisors who serve "the millionaires next door," physicians, small business owners, young professionals, those nearing retirement, those charitably inclined, widows/widowers, divorcees, and other seeking personalized service. We offer comprehensive financial planning that includes retirement projections, estate planning, tax planning, investment advice and much more. Ours is a client-focused, service-oriented boutique financial planning firm.

Specialties

Advisory And Investment Management Business Owners Certified Financial Planner CFP ® CFP® Charitable Planning Comprehensive Financial Planning Education Planning- Fee-Only Estate Planning ETFs Experienced Family Financial Planning Fee Only Fee-Only Fiduciary Fiduciary Advisor Financial Advisor Financial Life Planning Financial Planner Financial Planning Financial Planning Advice And Services Financial Planning Association Member Financial Planning For Physicians Financial Planning For Women High Net Worth Planning Income Tax Planning Independent Investment Advisor Inter-generational Wealth Planning Investment Advice Investment Advisory Investment Consulting Investment Management Investment Planning Investment Policy Statements Investment Services Investments IRA Member Of NAPFA NAPFA Member Passive Investment Strategies Personalized Investment Management And Advice Portfolio Management Professional Wealth Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Retirement Planning & Investing Retirement Planning. Retirement Scenario Planning Retirement Solutions & Planning Rollover Of 401k Or IRA Rollovers Roth IRA Socially Responsible Investments Special Needs Planning Specialize In Retirement Planning And Retirement Distribution Stock Options Strategic Tax Planning Sustainability Team Approach Wealth Management Women's Issues Young Investors
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