top of page

CDFS Financial Strategies

Kelly Christensen & Mathew Driscoll, CFP

Thunder Ridge Court
2302 West 1st Street
Suite 201E
Cedar Falls, IA 50613

Phone:

(319) 266-6270

Fax:

(319) 266-6290

E-mail:

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos

Integrity. Insight. Direction.

Welcome,

Thank you for visiting our website to learn more about our wealth management services. 

Our goal is to be available to you by delivering professional knowledge, integrity, innovation and personalized service.

We understand that every person has unique financial goals and needs, and that those needs may change over time as you navigate different phases of your life.  We feel that our comprehensive financial strategies approach can help you create an investment and financial strategy tailored to help meet your specific needs.

When you are ready to work with a team that is completely focused on you and to experience the satisfaction that comes from working with people dedicated to your success, we look forward to visiting with you.

The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Medicare or Medicaid?

It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

What Is Value Investing?

At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

bottom of page
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck