At Iowa Financial Partners, we provide assistance in the following areas:
FINANCIAL PRODUCTS
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PROTECTING ASSETS
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BUSINESS STRATEGIES
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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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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 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