Financial planning that fits your life
Financial planning that fits your life
How we help you
Custom Fit Financial LLC provides fee-only, advice-only fiduciary financial planning. We are based in Cedar Rapids, Iowa and work with clients in Iowa City, across Iowa, and virtually nationwide.
Every client is different. We build a plan around your specific goals and situation. We offer clear, honest advice to help you feel confident about your money.
Our services include:
- Retirement income planning
- Tax planning strategies
- Investment analysis and portfolio review
- Budgeting and cash flow management
- College savings planning
- Insurance and risk management reviews
- Estate planning reviews
We keep financial planning simple. We focus on clarity, education, and steady progress. We help you tackle what matters most today while planning for tomorrow.
Meet Chad Gammon, CFP®, RICP®, EA
Chad Gammon is the founder of Custom Fit Financial LLC. He is a fee-only, advice-only fiduciary financial planner in Cedar Rapids, Iowa. He works with clients locally and virtually across the United States.
Chad helps people plan for retirement, manage taxes, and make smart financial decisions. He does not sell products. He does not require asset minimums.
Chad is a CERTIFIED FINANCIAL PLANNER™ (CFP®), focused on comprehensive financial planning. He is a Retirement Income Certified Professional® (RICP®), specializing in retirement income strategies. He is also an Enrolled Agent (EA), a federal tax designation issued by the U.S. Department of the Treasury.
His insights have been featured in The Wall Street Journal (Buy Side), AARP, Kiplinger, Forbes, and CBS News (Media).
Chad is a member of NAPFA, XY Planning Network, and the Advice-Only Network. These organizations require members to follow strict fiduciary and fee-only standards.
