Iowa Financial Partners Insurance & Financial Services

Iowa Financial Partners Insurance & Financial Services At Iowa Financial Partners, our team brings an array of skills to help you pursue your goals.

With over 30 years of service, 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, then working together to implement a plan to h

elp you achieve those goals. We can help you develop a road map for budgeting, saving, investing, and retirement planning - all designed to help you live the financial life you dream about! Our team is here to help create a financial foundation that will give you confidence through every stage of life.

Last week, Josh had to opportunity to go up to Minnesota for a Study Group meeting with some of our colleagues. This gro...
08/28/2026

Last week, Josh had to opportunity to go up to Minnesota for a Study Group meeting with some of our colleagues. This group typically meets virtually, but they get together once a year to step away from the day-to-day and connect in-person to share financial planning ideas, discuss best practices, and learn from one another.

While there, they went on a tour at Faren Fighters WWII Museum. It is a showcase of significant iconic aircraft and ground equipment from the World War II era. It serves as a tribute to the men and women whose incredible sacrifices helped shaped the freedom and liberty we enjoy today.

The experience was a meaningful reminder that learning often comes from looking beyond our everyday perspective. Continuing to learn and collaborate helps us provide thoughtful, well-rounded guidance to our clients. We’re so grateful to be part of a group that values growth, curiosity, and sharing knowledge.

7 years, countless client conversations, lots of teamwork, and plenty of memories! Today, we’re celebrating Josh’s 7th a...
08/20/2026

7 years, countless client conversations, lots of teamwork, and plenty of memories!

Today, we’re celebrating Josh’s 7th anniversary with our team. From his commitment to clients, thoughtful approach to financial planning, and being the kind of teammate everyone can count on, we are so grateful for everything he brings to our team.

We’re lucky to have Josh as part of our IFP family. Here’s to 7 years—and many more to come!

Happy Anniversary, Josh!

Financial planning is really just about one thing: your life. Sure, the numbers matter - but they’re only part of the pi...
08/18/2026

Financial planning is really just about one thing: your life.

Sure, the numbers matter - but they’re only part of the picture. A truly thoughtful financial plan helps you make decisions today that support the people, priorities, and experiences that matter most to you.

At Iowa Financial Partners, that is what we are all about. Our team of advisors take a holistic approach to financial planning, helping you connect the dots and make your money work toward the life you envision.

Plan with purpose. Live with confidence.

A sweet baby girl is on the way! 🩷We are so excited to to share that Josh and Mikaela are expecting! Baby Girl Klyn is s...
08/14/2026

A sweet baby girl is on the way! 🩷

We are so excited to to share that Josh and Mikaela are expecting! Baby Girl Klyn is set to make her debut January 2027!

While Josh spends most of his days helping clients plan their future, they are about to embark on one of life's most exciting adventures on their own!

At IFP, we truly are one big family, so when one of us has something this special to celebrate, we all celebrate together! We couldn't be happier for them as they begin this incredible new chapter!

Here's to lots of love, sweet baby snuggles, and *maybe* a little less sleep!

Congratulations, Josh and Mikaela!

08/12/2026

Trees don't grow overnight. Growth takes time, patience, and consistent care.

Financial planning is the same. The small decisions you make today - saving regularly, reviewing your goals, managing risk, and staying disciplined - can lead to meaningful results over time. The key isn't perfection. It's consistency.

What seeds are you planting today for your future?

Celebrating 5 Years! Today, we celebrated an incredible milestone - Molly's 5th Anniversary with IFP! Over the past five...
08/05/2026

Celebrating 5 Years!

Today, we celebrated an incredible milestone - Molly's 5th Anniversary with IFP!

Over the past five years, her dedication, collaboration, and commitment have helped keep our team running smoothly and our clients well cared for. Beyond everything she accomplishes each day, she brings a refreshing energy to our team that makes our office a better place for everyone.

Molly's hard work, genuine kindness, and positive spirit have made a lasting impact on our team. The countless ways she supports our office behind the scenes never go unnoticed, and we're so grateful to have her as part of our IFP family.

Congratulations, Molly, on this well-deserved milestone! Here's to celebrating five incredible years and many more to come! ❤

Summer is winding down - but there’s still plenty of time to make meaningful progress toward your financial goals before...
07/31/2026

Summer is winding down - but there’s still plenty of time to make meaningful progress toward your financial goals before year-end.

As vacations come to an end and fall routines begin to take shape, now is a great time to pause and ask: Am I where I hoped I’d be financially this year?

The good news is that you don’t need a complete overhaul to make a meaningful impact. A few intentional steps can go a long way:

• Increase your retirement contributions.
• Review your savings goals.
• Revisit your investment allocation.
• Check beneficiary designations.
• Prepare for upcoming tax planning opportunities.
• Update your plan for any recent life changes.

Financial planning isn’t about being perfect - it’s about making thoughtful adjustments as the year unfolds. The second half of the year often moves quickly, but the actions you take now can help you finish the year with greater clarity, confidence, and momentum towards the future you're working to build.

Earlier this month, Steve and James were invited to attend Prudential's APEX conference in San Diego at the historic Hot...
07/29/2026

Earlier this month, Steve and James were invited to attend Prudential's APEX conference in San Diego at the historic Hotel del Coronado. It is an annual event for the top 150 Prudential Advisors to connect, celebrate accomplishments, and learn about future developments within the firm. Coach Nick Saban delivered an unforgettable keynote address, highlighting the impact we can have in our client's lives.

Steve was selected to speak on a panel discussion to share how we are intentionally growing here at Iowa Financial Partners. We're building a firm that prioritizes an exceptional client experience, while creating a strong foundation to serve our clients and their families for generations to come.

After an incredible year, the guys were able to take some well-deserved time to rest and recharge. It was the perfect way to recognize all of their hard work and accomplishments.

The best financial plan isn't the one that looks perfect on paper - it's the one you'll actually stick with. Life doesn'...
07/24/2026

The best financial plan isn't the one that looks perfect on paper - it's the one you'll actually stick with.

Life doesn't always go according to plan. Having a thoughtful financial strategy can help you feel more prepared to navigate both the expected and the unexpected.

At Iowa Financial Partners, we believe financial planning goes beyond just investments. It's about understanding your goals, protecting what matters most, and creating a plan that evolves with you through every stage of life.

Whether you're just getting started, planning for retirement, or somewhere in between, we're here to help you make informed decisions with confidence.

Your future deserves more than guesswork—it deserves a plan.

Most people focus on just one piece of their financial picture.  Investments. Retirement. Insurance. Taxes. Estate Plann...
07/22/2026

Most people focus on just one piece of their financial picture.

Investments.
Retirement.
Insurance.
Taxes.
Estate Planning.

Financial successes rarely come from a single piece. They come from understanding how all of the pieces fit together. That's the value of holistic planning - when the full picture starts to come into focus, decisions become clearer and goals become more achievable.

Address

1450 SW Vintage Parkway, Suite 225
Ankeny, IA
50023

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15152890222

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