Strategic Financial Solutions

Home
United States
Cedar Rapids, IA
Strategic Financial Solutions

We are a values based financial services firm dedicated to providing expertise and quality ongoing s

Securities and advisory products offered through Princor Financial Services Corporation, 800/247-1737, member SIPC,Des Moines, IA 50392. Larry Witzel, Financial Representative of Principal National Life Insurance and Principal Life Insurance Companies, Princor Registered Representative, Financial Advisor. Strategic Financial Solutions is not an affiliate of any company of the Principal Financial Group

08/04/2026

The best investment decisions aren't made in a day.

Last week, our advisors spent two days hearing from investment firms across the industry—taking in different market outlooks, asking questions, and filling pages of notes.

Then we did something that's just as important...

We went back to our offices.

We thought about what we heard. We compared notes. We challenged ideas.
We looked at the research. We let it all sink in.

Today is our Semi-Annual Investment Summit—the day we come together as a team to put it all on the table.

What's changed? What hasn't? Where do we agree? Where do we disagree? And most importantly...what's the right path forward for the clients who trust us with their financial future?

There won't be a unanimous opinion on every topic—and that's a good thing.
The goal isn't to think alike. It's to think critically, challenge each other, and leave the room with a clear, thoughtful strategy for the next six months.

That's one of our favorite things about our team. We don't just gather information—we take the time to turn it into conviction.

And ... an Investment Summit wouldn't be complete without homemade treats from Jordan Kuehner, CPWA®, CFP®, CLTC®, MBA®, mom!

07/29/2026

We had a great time sponsoring a hole at the Iowa/Nebraska Chapter of the ESOP Association Golf Outing!⛳☀️

Justin Evans, AIF®, CPFA®, NQPC™, CRC® and Toni Stone QKA®, CPFA® spent the day cheering on golfers, talking all things ESOPs, and challenging participants to a fun putting game. There were plenty of laughs, a little friendly competition, and more than a few impressive putts.

The only thing hotter than the competition? The Iowa sun! 🥵 Fortunately, great conversations, cold water, and a lot of smiles made for an outstanding day.

At Strategic Financial Solutions, we're proud to support organizations like the Iowa/Nebraska Chapter of The ESOP Association that bring together professionals who are passionate about employee ownership and helping companies succeed.

A big thank you to the Iowa/Nebraska Chapter for hosting another fantastic event. We always enjoy the opportunity to connect with clients, partners, and friends—both on and off the course.

Here's to employee ownership, great partnerships, and hopefully a little cooler weather next year! ⛳

07/13/2026

Spreadsheets by morning. Three-legged races by afternoon. Teamwork all day.

This week, our SFS team took time to reflect on where we've been, celebrate what we've accomplished, and focus on where we're headed next. As we continue embracing our 2026 word of the year—Amplify—we challenged ourselves to amplify our impact, our relationships, our collaboration, and the value we bring to our clients every day.

We also had the opportunity to support a great local organization, Matthew 25's Groundswell Cafe, for lunch—because investing in our community is just as important as investing in our team.

Then came the SFS Picnic Triathlon... where strategy met athleticism (or at least enthusiasm 😂). Egg tosses, three-legged races, and trivia reminded us that teamwork isn't just something we talk about—it's something we practice.

Congratulations to this year's champions:

🥇 1st Place: Larry Witzel & Jordan Kuehner
🥈 2nd Place: Kirby Reese & Justin Evans
🥉 3rd Place: Jamie Meyers & Aaron Boots

At Strategic Financial Solutions, we believe the strongest teams are built through trust, shared experiences, healthy competition, and a commitment to helping one another succeed. Those same qualities are what allow us to deliver exceptional service to our clients every day.

Here's to celebrating the wins, learning from one another, and looking forward to what's next.

06/05/2026

🍩 Happy National Donut Day! 🍩
At SFS, we love any excuse to celebrate together! Days like National Donut Day may seem small, but they help create the culture we value so much—one built on relationships, teamwork, and enjoying the journey together. And if you know your donuts, Donutland Donuts are THE BEST!

A great culture is created one conversation, one celebration, and sometimes... one donut at a time. 😊

hashtag hashtag hashtag hashtag hashtag 🍩🎉

05/19/2026

⛳️ The SFS team had an amazing time supporting Foundation 2 Crisis Servicesation 2 Crisis Services at this year’s Putts for Prevention in Downtown Cedar Rapids! What a fun afternoon filled with mini golf, laughter, community connection, and support for such an important mission. Foundation 2 continues to make a tremendous impact through crisis prevention, mental health care, and su***de prevention services across Iowa.

This year, Team SFS was proudly represented by Kristin Bullock, Jamie Scheff Meyers, Toni Stone, and Mikki Dotzler Strelow — and as always, we were honored to be both participants and proud sponsors of the event. 💙

At SFS, we believe in investing in the communities we serve and supporting organizations that make a real difference in people’s lives. Events like Putts for Prevention remind us how powerful community partnerships can be.

Now we’re already looking forward to the Uptown Marion event this fall… we can’t wait! ⛳🎉

05/05/2026

Cinco de Mayo done right at SFS 🌮

We hit pause, grabbed some tacos, and spent time just enjoying each other’s company—and honestly, that’s just as important as anything on the to-do list.

Good food + great people = a pretty great day.

These are the moments that make our team what it is.

03/19/2026

It’s Spring Break here in Cedar Rapids… and we’re grateful for the team who stayed back to keep everything running smoothly 💪
So, what better way to say thank you than with breakfast burritos? 🌯
We picked up a dozen from Groundswell Café as part of the Buy 319 initiative—and let’s just say… they aren’t little! 😄

But this wasn’t just about great food (although it was really great food). Groundswell is doing incredible work through Matthew 25, creating opportunities, building community, and making a real impact right here in Cedar Rapids.

Supporting local businesses like this is what Buy 319 is all about—keeping our dollars local and investing in the people and organizations that make our community stronger.

Also, if you haven’t been to Groundswell yet, do yourself a favor:
👉 Grab a burrito
👉 Bring a friend
👉 Support a mission that matters

You’ll leave full—and feeling good about it.

12/12/2025

It's getting to look a lot like Christmas around here!

11/06/2025

SFS is Going Red For Women!

11/01/2025

Happy Halloween! We held a pumpkin carving contest! Linda Martin-Kappler won!

Address

222 3rd Avenue SE STE 280
Cedar Rapids, IA
52401

Website

http://www.retiresfs.com/

Alerts

Be the first to know and let us send you an email when Strategic Financial Solutions posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Strategic Financial Solutions: