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
  • Retirement Withdrawal Rates
    During your working years, you've probably set aside funds in retirement accounts such as IRAs, 401(k)s, and other workplace savings plans, as well as in taxable
  • When Your Child Asks for a Loan, Should You Say Yes?
    You raised them, helped get them through school, and now your children are on their own. Or are they? Even adult children sometimes need financial
  • How Does Your 529 Plan Stack Up Against the Competition?
    If you're one of the millions of parents or grandparents who've invested money in a 529 plan, now may be a good time to see how your plan
  • I owe a large amount of money to the IRS. Can I pay what I owe in installments?
    Unfortunately, not everyone gets a refund during tax season. If you are in the unenviable position of owing a large amount of money to the IRS, you
  • Will I have to pay a penalty tax if I don't have qualifying health insurance?
    It depends. One of the main objectives of the health-care reform law, the Patient Protection and Affordable Care Act (ACA), is to encourage uninsured
    
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.