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230 Second Street SE, Suite 200 Cedar Rapids, IA 52401
Phone: 319.366.7300 Toll-Free: 800.235.4770 Fax: 319.862.0754

Advantage Investment Management


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Advocates for your financial well-being in retirement.

Advantage Investment Management (“AIM”) is a Registered Investment Advisory (“RIA”) firm founded to provide the investment resources and mechanisms needed for advisors to most accurately address their clients’ needs. As a wholly-owned subsidiary of Advantage Financial Group, AIM provides a tailored investment platform that not only assists in the delivery of concierge service for clients but also streamlines the process for advisors, making it more efficient for all parties.

We encourage you to look through our website to learn more about how AIM is the key to sophisticated investing.

Helpful Content

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Should You Choose a Fixed or Variable?

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.


You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Business Cycle

How will you weather the ups and downs of the business cycle?

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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