At Custom Fit Financial, we specialize in advice-only, fee-only retirement planning for individuals and couples age 55 and over. Based in Iowa and serving clients virtually across the U.S., we help you make confident, informed decisions about retirement, taxes, and cash flow.
Have questions or just want to see if we’re a good fit? We’d be happy to meet for a free, no-pressure 30-minute virtual consultation! It’s a great chance to chat about your goals and get answers to any questions you might h
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Custom Fit Financial LLC (“CFF”) is a fee-only, advice-only, fiduciary financial planning firm based in Cedar Rapids, Iowa, also serving clients virtually in other jurisdictions where exempt or permitted. CFF is a registered investment adviser in the State of Iowa. Registration does not imply a certain level of skill or training.
The presence of this website should not be interpreted as a solicitation of investment advisory services to any person in a jurisdiction where such services would be unlawful or unauthorized. Follow-up or individualized responses to consumers in a particular state by CFF in the rendering of personalized investment advice for compensation shall not be made without first complying with that state’s requirements or exemptions.
All content on this site is for informational purposes only. Opinions expressed are solely those of CFF unless otherwise cited. Information is believed to be from reliable sources, but no representations are made as to accuracy or completeness. You should discuss ideas or strategies with a qualified advisor, accountant, or legal professional before implementation.
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