Mike Dunlop

CFP®

Benchmark Financial

Partner, Financial Planner

Mike Dunlop

CFP®

Benchmark Financial

Partner, Financial Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Mike Dunlop, CFP®

Fee-Only financial planner located in Cedar Falls, IA serving the Waterloo area and clients across the country

Mike Dunlop is a Cedar Falls, IA fee-only financial advisor serving the Waterloo area and clients across the country. Benchmark Financial provides comprehensive financial planning, investment management, and business retirement plans to help young professionals, veterans, retirees, and business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Mike Dunlop is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Mike Dunlop enjoys getting to know and understand his clients and their needs. Mike guides clients through the financial planning process to help them identify their goals and create a plan to achieve them. His expertise is working with folks nearing retirement and young couples looking to save for retirement and plan for their children’s education. Mike retired from the Air Force in 2014 and went back to school as a non-traditional student at the University of Northern Iowa. He obtained a bachelor’s degree in accounting.  Mike is a CERTIFIED FINANCIAL PLANNER™, and a member of the National Association of Personal Financial Advisors, XY Planning Network, and  Fee-Only Network.

Mike Dunlop is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Comprehensive, holistic financial planning.

As an independent, fee-only fiduciary, we take a different approach to financial planning. We spend time listening to and getting to know you, so we can help you to understand, clarify, and prioritize your financial goals. Once we have this information, we use our expertise to develop a customized plan that puts your goals and dreams at the forefront.

And we don’t stop there. Through our trusted relationship and regular conversations with you, we continue to monitor your plan, as we keep an eye on its progress. Moreover, we understand that life happens; and that's we are always there to help navigate life’s celebrations and challenges.

We cover the following areas of financial planning: Investment management, insurance planning, income tax, education planning, retirement funding, estate preparation, emergency planning, cash flow planning, employee benefit planning (health insurance, 401(k), etc.), debt reduction, and much more.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Mike Dunlop is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Mike Dunlop is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Mike Dunlop is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Mike Dunlop

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Office Locations:

  • 2616 Orchard Dr
    Suite C1
    Cedar Falls, IA 50613

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