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Home > Financial Planner Directory > Iowa > Cedar Rapids > Jean K.C. Mote, CFP®
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Jean K.C. Mote, CFP®

Mote Wealth Management, LLC

4300 Northwood Drive NE
Cedar Rapids, IA 52402-2321
Phone: (319) 393-4020
Fax: (888) 688-8434

Toll-free: (877) 814-0920

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Household Income Minimum: $0
Investable Asset Minimum: $200,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Government & Military
  • Getting Divorced
  • Irregular Income
  • Mutual Funds
  • Getting Married
  • Insurance
  • Retirement
  • Life Planning
  • Long-term Care
  • Starting a Family
  • Succession Planning
  • Medical & Health Issues
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Special Needs
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: Asset Management and Comprehensive Financial Planning

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.