Arnold and Mote Wealth Management is a Flat fee, Fee-Only, Fiduciary, independent financial planning firm serving Cedar Rapids, Iowa City, and surrounding areas.
We provide comprehensive retirement and investment planning for individuals and families. Services include:
Retirement and Financial planning
Investment management
Insurance analysis (Life, health, property)
Estate planning
Tax planning
Education planning
Charitable giving plans
Severance and separation package analysis
Roth conversion plans
And more!