IFB Wealth Management
Stephan M. Kerby, CSFP
Money Manager, Financial Adviser
515-729-4486
Stephankerby@ifbplanning.com
Welcome to IFB Wealth Management

With this current market and the state of affairs, its time to receive unparalleled services and advice from IFB Wealth Management. Our firm is dedicated to continuing to be one of the top fee based planning firms in the industry. We work hard to make sure that we always satisfy your needs and provide you with value based advice that is in your best interest.

We are committed to deliver excellence in everything we do. Our staff knows that the only way we can become a successful business is by making you happy, provide value and continue our unique approach to money management. Feel confident that you are receiving exceptional value based advice and services by choosing IFB Wealth Management.

As you look ahead to the future — especially retirement — you may be wondering:

  • Do I have enough saved?
  • Will I be able to live the life I imagine?
  • Do I feel confident about what's ahead?
  • Are you making the best financial decisions possible?

** Did you know that only 13% of American Workers feel "very confident" about their retirement?

IFB Wealth Management is a value based firm that is designed to help you with all of you money management and planning needs. We specialize in investing, Social Security, retirement planning, education planning, tax strategies. We tell clients that if money is involved then we usually will play a role. Let us help.

Latest Video Client Alert
Newsletters
  • Quiz: How Much Do You Know about Social Security?
    You're probably covered under Social Security--according to the Social Security Administration, an estimated 165 million workers are*--but how much do you know about
  • 10 Basic Tax To-Dos for the Rest of 2014
    Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.
  • What Is the Federal Reserve and What Does It Do?
    If you follow financial news, you've probably heard many references to "the Fed" along the lines of "the Fed did this or that," or "market watchers are wondering what
  • I just learned that my credit- and debit-card information was part of a data breach. What should I do?
    Now, more than ever, consumers are relying on the convenience of credit and debit cards to make everyday purchases, such as gas and groceries, and
  • I'm purchasing a new laptop. Should I also purchase an extended warranty to go along with it?
    If you've ever purchased an electronic device or major appliance, chances are you've been asked if you also wanted to purchase an extended warranty
    
PreviousNext
Tell A Friend Tell A Friend
Connect with us on: Go to Facebook  


 
 
 IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of IA and NH. No offers may be made or accepted from any resident outside the specific states referenced.