Financial planning that fits your life
Financial planning that fits your life
How we help you
At Custom Fit Financial in Cedar Rapids, we provide clear, affordable planning for individuals and families with a net worth of $2 million or less. We serve clients in Iowa City, across Iowa, and nationwide through virtual consultations.
Everyone’s financial situation is unique. Our goal is to give you straightforward, personalized advice that helps you feel confident about your money. Whether you’re preparing for retirement, managing everyday finances, or exploring tax strategies, we’ll tailor a plan to your needs.
Our services include budgeting, cash flow management, insurance reviews, tax planning, and retirement planning. Larger firms may overlook families like yours, but we believe professional advice should be within reach. With the right guidance and support, you can build lasting security and enjoy the retirement you’ve envisioned.
Meet Chad Gammon, CFP®, EA
Chad Gammon is a fee-only, advice-only fiduciary financial planner based in Cedar Rapids, Iowa. He works with clients locally and virtually across the U.S., focusing on individuals and families with a net worth of $2 million or less. His goal is to help people plan for retirement, manage taxes, and make confident financial decisions without product sales or asset minimums.
Chad’s financial insights have been featured in over a dozen national outlets, including AARP, Kiplinger, Forbes, and CBS News. He has shared expert guidance on retirement, tax strategies, mortgage decisions, and saving in today’s high-rate environment.
He is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, specializing in tax-focused retirement planning. Chad is also a member of NAPFA, XY Planning Network, and the Advice-Only Network, reflecting his commitment to transparent, client-first advice.
