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 to help you get there. Financial decisions can sometimes be overwhelming - that's where working with an experienced professional can be valuable. After helping you to develop a clear picture of your goals, we can help you map out the appropriate approach to achieving them, identifying the necessary steps to take to help get you there. Having goals and working to attain them is just as important as taking in the current moments in life. We are here to help create that balance, while financially preparing you for your future.
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Step 1: Define The RelationshipDISCUSSION:
Step 2: Establish GoalsDISCUSSION:
Step 3: Analysis MeetingDISCUSSION:
Step 4: Plan ReviewDISCUSSION:
Step 5: Implementation* & MonitoringDISCUSSION:
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*You have a choice to implement the recommendations in your financial plan on your own, with your Financial Planner or through another financial services professional. If you choose to implement your plan with your Financial Planner, he or she may sell other services and products to you in hi or her capacities as (i) an investment adviser representative ("Advisory Representative"), (ii) registered representative of Pruco Securities, LLC, and/or (iii) a licensed insurance agent of Prudential (collectively "Prudential Representative".)
How We Work With Our Clients
Financial Planning Based Engagement
OBJECTIVE, NON-PRODUCT SPECIFIC ADVICE AS A FINANCIAL PLANNER
Comprehensive in-depth analysis of some or all of the following areas: Net Worth and Cash Flow, Investment Planning & Allocation, Risk Management, Income Tax Planning Strategies, Retirement Planning, Estate Planning Strategies
Asset Management
AS AN INVESTMENT ADVISORY REPRESENTATIVE
Asset Allocation and Rebalancing, Innovative Risk Management, Portfolio Enhancement, Tax Planning Strategies
Needs Analysis
AS A FINANCIAL PROFESSIONAL
Provide products and high-level single needs analysis
OBJECTIVE, NON-PRODUCT SPECIFIC ADVICE AS A FINANCIAL PLANNER
Comprehensive in-depth analysis of some or all of the following areas: Net Worth and Cash Flow, Investment Planning & Allocation, Risk Management, Income Tax Planning Strategies, Retirement Planning, Estate Planning Strategies
Asset Management
AS AN INVESTMENT ADVISORY REPRESENTATIVE
Asset Allocation and Rebalancing, Innovative Risk Management, Portfolio Enhancement, Tax Planning Strategies
Needs Analysis
AS A FINANCIAL PROFESSIONAL
Provide products and high-level single needs analysis
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Our goal is to help our clients meet their financial challenges of today and tomorrow, regardless of the stage of retirement planning they may be in. To best serve our clients, it is important to start at the beginning. That means working to understand you, your values, goals, objectives, and current financial situation, and work together to implement a plan to help you achieve those goals. We can help you develop a roadmap for budgeting, saving, investing, and retirement planning - all designed to help you live the financial life you dream about!
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Check the background of your financial professional on FINRA's BrokerCheck.
Jan Maltby, James Odson, Steve Hustedt, and Josh Klyn offer financial planning services and investment advisory services and programs, and William Kirkpatrick offers investment advisory services and programs, through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services, pursuant to a 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.
Iowa Financial Partners Insurance & Financial Services is licensed to conduct business in the following states: AL, AZ, CA, CO, CT, FL, GA, ID, IL, IN, IA, KS, KY, MD, MA, MI, MN, MS, MO, NE, NM, NY, NC, OH, OK, OR, SD, TN, TX, UT, VT, VA, WA, WI, WY
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.
Iowa Financial Partners Insurance & Financial Services is licensed to conduct business in the following states: AL, AZ, CA, CO, CT, FL, GA, ID, IL, IN, IA, KS, KY, MD, MA, MI, MN, MS, MO, NE, NM, NY, NC, OH, OK, OR, SD, TN, TX, UT, VT, VA, WA, WI, WY