You’ve worked hard, and now you want your money to reflect the life you’ve built.
You’re approaching retirement and unsure about Social Security or taxes. We’ve walked that road with many Iowans to help them build the confidence they need to spend, give, and live fully!
When working with us, you pay a flat, fixed fee, not a percentage of assets.
Ignite is a fee only financial advisor. We are fiduciaries, we don't charge commissions or sell proprietary products.
Ignite Financial believes that low cost index funds are a great way to build wealth.
As retirement planners in Iowa, the starting point is an in-depth financial plan.
As flat fee financial planners serving Cedar Falls, Iowa and beyond, we’re in this with you for the long haul. We believe a great financial plan isn’t about reacting to headlines or chasing trends—it’s about building a roadmap that keeps you moving toward your goals, no matter what the markets are doing.
We start by understanding what matters most to you—your dreams for retirement, the experiences you want to share with your family, the legacy you hope to leave. Then we design a plan that gives you clarity and confidence, backed by data and tailored to your life. Along the way, we monitor your progress, adjust as life changes, and keep you focused on what you can control—so you can stop worrying about “what-ifs” and start living the life you’ve worked so hard to build.
Each month, Ignite Planning shares practical insights designed for those nearing retirement who want straightforward advice from a flat fee financial planner — no jargon, no sales pitch.
A proven process optimizing overall financial well-being while putting your life at the center. We answer what are you working to accomplish in the mid or long-term future. Answering what you will have accomplished when you reached your mission.
Book free consultation
We dive into your needs, aspirations, and financial situation.
We clarify your goals and financial data.
We assess whether the current course of action will achieve your goals.
We create and communicate your financial plan and ongoing strategies.
We put your plan into action based on our professional recommendations.
We continue to track your plan and make adjustments when life happens.
We charge a flat fee for financial planning and investment/wealth management. As a fee-only firm, we never collect commissions or kickbacks of any kind, as we aim to keep costs low for our clients.
Learn about pricing
