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Helping You With Your Finances At Any Stage Of Your Life

Financial Resources Group is a financial services firm located in Cedar Rapids, Iowa that provides personal financial management to individuals and small businesses. We're here to help educate you about the basic concepts of financial management and create a personalized program to help you work towards a more secure financial future.

Our Services
Our Mission

Our Mission

We believe in building client relationships that span a lifetime. We are here to learn, educate, share and develop a plan for financial wellness now and for the future.

We believe that honesty is the best policy and that respect is the best gift we can give to ourselves and to our clients.

These are the values on which we have built our lives and business.

Meet Our Teams

Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Helpful Resources

Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
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The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Learn More
Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
Learn More

Get In Touch!

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