.png)
We’re probably not the best fit if you’re looking for a hands-off relationship or only focused on “beating the market.” Our best work is with people who want a partner in the process — folks who are engaged, open to guidance, and committed to long-term success. If you’re chasing speculative or ultra high-risk strategies, we might not be the right match.
Most of our clients are in that 55–75 range, but we welcome people at all stages of life. We’ve worked with young professionals just starting out, as well as families already retired. What matters most isn’t your age — it’s your commitment to improving your financial future.
We don’t file returns ourselves, but tax planning is a huge part of what we do. We’ll give you strategies, coordinate with your CPA, or recommend a trusted professional if you don’t have one.
Everyone needs a basic estate plan. While we don’t draft legal documents, we’ll work right alongside your attorney — or introduce you to one — to make sure your financial and legal plans fit together.
Yes. Investment management is part of our comprehensive planning. We build personalized strategies based on your goals and comfort level, following our philosophy of keeping things low-cost, diversified, and tax-efficient.
Absolutely. Being a fiduciary means we’re legally and ethically required to act in your best interest. You’ll always get recommendations based on what’s right for you — not what makes us the most money.
Most clients meet with us 2–3 times per year, and we’ll add extra check-ins as needed. You’ll never feel like you’re left on your own.
Our first conversation is just that — a conversation. No pressure, no paperwork. If you want to bring recent account statements or your Social Security estimates, great. But mostly, just come ready to share your questions and goals.
Many advisors stop at investments. We take a bigger-picture approach: income, taxes, Medicare, estate planning, and investments all tied together into one plan. And because we’re independent, we don’t answer to Wall Street. We live here, work here, and serve Cedar Rapids families just like yours.
Nope. In fact, some of the best planning happens 5–10 years before retirement. That’s when decisions around rollovers, Roth conversions, and Social Security timing can have the biggest impact.
The first step is a free meeting. No sales pitch, just a conversation about your life & goals:
Schedule a Meeting ➝Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss.