BDO

Creative Planning, LLC is a financial planning firm based in Waterloo, IA, specializing in providing personalized investment strategies and wealth management services. With a focus on long-term financial goals, the company offers tailored solutions to help clients navigate the complexities of financial planning and achieve their desired outcomes. Generated from their business information

We have offices located in Manchester, Independence, Waverly, Waterloo, and Edgewood. Our firm's background originates with Mr. Francis G. Gosling. Mr. Gosling, a former employee of the Iowa State Auditor, opened the doors to his own office on January 1, 1943. A subsequent partnership was founded in 1968 as Dee, Gosling and Company, which was later organized into the successor professional corporation, Gosling and Company, P.C., in 1986. Our philosophy is to provide high quality professional services that are responsive to our clients' needs and are communicated in an effective manner. Gosling and Company, P.C. is a member of the American Institute of Certified Public Accountants AICPA, Iowa Society of Certified Public Accountants ISCPA, and the Private Companies Practice Section PCPS, a division of the AICPA. Our firm, with its team of educated and experienced professionals, is uniquely qualified to answer today's technical questions. We understand the operations and needs of businesses and are ready to assist you in developing, then implementing your plans and strategies.

Bergan, Paulsen & Company, a certified public accounting firm, was established in 1987 as a result of a merger between Murley, Bergan & Company and Smith, Paulsen & Evans. The accounting firm offers a range of services including business evaluation, cash-flow management, estate and trust advise, new business formation advise, personal financial planning, tax planning and preparation, succession planning, small business accounting, strategic business planning, auditing, mergers and acquisitions, asset protection, monthly accounting and payroll, employee benefit planning and compliance and litigation support. The accounting firm, with offices in Waterloo, Cedar Falls and Cedar Rapids, Iowa, is an independent member of the BDO Seidman Alliance.