It's never too early - or too late - to start!

To accomplish your goals, you need not only a clear vision of what you want to achieve but also the proper tools and an experienced guide. You may also need some help with the feeling that financial decisions can sometimes be overwhelming. That's why working with an experienced professional can be valuable - after helping you to develop a clear picture of your goals, he or she can help you map out the appropriate approach to achieving them, identifying the appropriate steps to take and point out any risks. Then he or she will help guide you along your way. 
It is important to consider taxation , funding for retirement and education expenses, survivor needs and income protection. 

Your financial future is important to us. That is why our review process includes: 
  1. Getting to know you and those you care about. 
  2. Developing your strategy. 
  3. Turning your strategy into action with appropriate insurance and financial products. 
  4. Making a strategy for life. 
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1450 SW Vintage Pkwy, Suite 225
Ankeny, IA 50023

Phone: 515.289.0222
Fax: 515.289.0171
​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.  

Check the background of your financial professional on FINRA's BrokerCheck.

Jan Maltby, James Odson, Steve Hustedt, Jenifer Rieck, and Josh Klyn offer financial planning services and investment advisory services, and William Kirkpatrick and Dave Mehmen offer 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.