Financial Planning for Every Stage of Life
Arnold & Mote Wealth Management is a flat fee, fiduciary financial planning firm serving individuals and families in Cedar Rapids and surrounding areas. We also work virtually with clients across the country, with clients in more than a dozen states. We provide holistic financial planning and wealth management services that cover much more than investments and retirement. From college funding and taxes, to insurance and employee benefits, we believe in comprehensive financial planning.
We specialize in financial planning for Early Severance or Separation offers, Retirement, Roth conversions, College, and Health Insurance changes.
Comprehensive Financial Planning
We provide holistic fiduciary guidance on all areas of your financial life, including:
Investment analysis and management
Retirement planning
Tax Analysis and planning
Insurance Review
Education funding and student loans
Estate and legacy planning
Charitable gifting
Concierge services
*Concierge services provided for other financial issues and events, such as buying or leasing an auto, paying off the mortgage, and optimizing employee benefits.
Fiduciary Duty to Our Clients
Meet founders Quinn, Jean and Eric, and learn more about what we do for clients and why we are passionate about the fiduciary fee-only standard.
Ready to Retire?
Make sure you have your bases covered with our free Retirement Checklist!
