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Folkerts Financial Strategies

"Sensible Solutions For Home Business And Farm"

About Us

Since 2001, Folkerts Financial Strategies, situated in the vibrant heart of Waverly, IA, has proudly served clients across Shell Rock, Denver, Waterloo, Cedar Falls, Mason City, and nearby communities. Our dedicated team is focused on delivering tailored financial solutions that align with each client's unique needs and aspirations. Whether you require disability income insurance, executive benefit programs, life insurance, long-term care insurance, or executive group life insurance—or guidance in achieving your retirement goals—we are here to navigate the intricacies of financial planning with you. At Folkerts Financial Strategies, we prioritize understanding your journey, providing unwavering support to help secure your financial future every step of the way.

At Folkerts Financial Strategies, building lasting, meaningful relationships with our clients is at the core of everything we do. Adam, who served as president of the Exchange Club in 2020, introduced Zoom meetings that enabled the club to achieve its goals while fostering stronger connections among its members. His forward-thinking mindset and dedication to building relationships reflect his commitment to positively impacting the community and beyond.

Adam and his wife were blessed with triplets who are all grown up now. They couldn’t be prouder of the individuals they have become! In addition to his leadership, Adam volunteers tirelessly, helping with the Veterans Memorial in Waverly and working in community gardens to support food pantries. His actions are a testament to his values and his passion for making a difference.

We are also fortunate to have Betty as part of our team. With her extensive background and expertise in compliance, combined with her warm and approachable demeanor, Betty ensures every client feels valued and well-supported. Her dedication and care make her an indispensable part of our team, fostering an environment where clients feel confident in their financial decisions.

At Folkerts Financial Strategies, we are more than a financial service provider—we are your trusted partner in achieving financial success. Our expert advice, genuine care, and commitment to your well-being set us apart, ensuring that your financial journey is as smooth and secure as possible.

Areas Served

Our Professional Associations

Chamber of Commerce
Million Dollar Round Table
Exchange Club

What We Offer

Our Specialties include:

Disability Income, Life, Long Term Care and Group Life Insurance, Retirement Solutions
Executive Benefit Programs

Our Services include:

Confidential Conversation Geared Toward Reaching your Personal Financial Goal
Emergency Savings Plan
Benefit Package Overview
Debt Reduction Solutions
Insurance Need Analysis and Recommendation
Complete Overview of Financial Security
Retirement Solutions

Our Products include:

Life and Disability Insurance
Long Term Care Solutions
Retirement Solutions
Annuities

Contact Us

Folkerts Financial Strategies
410 W. Bremer Ave. Waverly, IA 50677
Phone: (319) 352-8871
Mobile: (319) 404-8919
Fax: (319) 352-8874
Email: afolkerts@financialguide.com

Where To Find Us

Our Hours

Monday: 8:30 AM - 4:00 PM
Tuesday: 8:30 AM - 4:00 PM
Wednesday: 8:30 AM - 4:00 PM
Thursday: 8:30 AM - 4:00 PM
Friday: 8:30 AM - 4:00 PM

FAQ

What areas do you serve?

Folkerts Financial Strategies is based in Waverly, IA, and proudly serves clients throughout Shell Rock, Denver, Waterloo, Cedar Falls, Mason City, and surrounding communities.

What types of insurance do you offer?

We provide a range of insurance solutions including life insurance, disability income insurance, long-term care insurance, and executive group life insurance.

Can you help with retirement planning?

Yes. Retirement planning is a key part of our services. We help you prepare for retirement by evaluating savings strategies, income planning, investment allocation, and long‑term sustainability. Our goal is to help you retire with confidence and maintain the lifestyle you envision.

What services does Folkerts Financial offer?

Folkerts Financial provides personalized financial planning and wealth management services designed to help individuals, families, and businesses achieve long‑term financial success. Our services may include retirement planning, investment management, tax‑efficient strategies, risk management, and overall financial guidance. Every plan is tailored to your unique goals, timeline, and financial situation.

Do you work with businesses or just individuals?

We work with both! In addition to individual financial planning, we offer executive benefit programs and group insurance solutions for businesses.

How is Folkerts Financial different from other financial firms?

Folkerts Financial focuses on building long‑term relationships through personalized service, clear communication, and thoughtful planning. Rather than offering one‑size‑fits‑all solutions, we take the time to understand your full financial picture and create strategies that evolve as your life and goals change.

How do I get started with Folkerts Financial?

Getting started is simple. You can contact Folkerts Financial through our website or by phone to schedule an initial consultation. This first conversation allows us to learn more about your needs and determine how we can best support your financial goals.