Iowa Financial Partners Insurance & Financial Services is a financial services agency committed to helping you improve your long-term financial success. Our customized services are designed to help you to grow, and protect your assets by delivering an unprecedented level of personalized service.
Our goal is to help our clients meet the financial challenges of today and tomorrow, regardless of which stage of retirement planning they might be in. To best serve our clients, it is important to start at the beginning, to understand their values, goals, objectives, and current financial situation, and work to implement a plan to help achieve those goals.
Jan Maltby, James Odson, Steve Hustedt, and Josh Klyn offer financial planning services and investment advisory services, and William Kirkpatrick offers investment advisory services, through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services, pursuant to separate client agreement. These individuals and Ileen Jerdee offer insurance and securities products and services as registered representatives of Pruco, and offer insurance products as agents of issuing insurance companies. Iowa Financial Partners is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255. Compensation may be based on a combination of fees and commissions. Iowa Financial Partners Insurance & Financial Services does not render tax or legal advice. Please consult with an attorney accountant and /or tax advisor concerning your personal circumstances.