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

Jean K.C. Mote, CFP®

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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

Saved in Saved Planners

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

Fee Only

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.

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