If you are looking for independent, objective financial planning and advice -- without account minimums or conflicts of interest -- you have come to the right place. We pride ourselves in being a different type of financial services firm. We think you will find our philosophy and vision to be both refreshing and compelling. Our faith dictates our values and our values dictate our practice management.
We provide fee based financial planning, investment advice, and asset management services. We can accommodate your needs by providing as needed advice, financial planning, and reasonably priced asset management and asset allocation. Our asset management plans come complete with financial planning because we believe that in order to reach your financial goals, you will need to know where you are heading.
You will find no sales pitches here. We do not sell any products other than our own expertise. We will evaluate your financial holdings, analyze your risk protection, and recommend solutions to your financial problems.
THE BIG QUESTION IS: WHERE DO YOU STAND?
Stephan M. Kerby is a Chartered Senior Financial Planner and Registered Investment Adviser. Stephan is the host of "Faith and Finances" a financial radio show previously on 99.3 Fm in Des Moines, IA and NOW streaming LIVE on the web every Friday at 1:00 central (see links to listen to the show on Fridays). Stephan has also written several articles on the topic of planning, wealth management and hiring an adviser. Stephan is considered by many to be an outspoken critic against commission based sales practices and high cost investments as these practices are more monetarily beneficial to the adviser than the client. His impact in the community through his presentations and outreach program is well known locally and is now trying to expand his reach to educate more people on wealth preservation, money management and low cost investment strategies. Call for a second opinion: (515) 225-1929 or email stephankerby@ifbplanning.com