Wealth Manager, Financial Planner at Principal Financial Group
Financial Advisor / Life Insurance Agent in Rockford, MI
Highly motivated with a reputation for strong work ethic combined with honesty and integrity, I provide investment and wealth management services, specializing in helping people with retirement planning, IRAs and 401(k)s. Those who are near or in retirement, the self-employed, small and mid-sized business owners especially appreciate the individual support and services that I provide. I am always looking for new potential clients with my investment and wealth management company, Principal Financial Group. I am targeting small to mid-size business owners and the self-employed and those nearing retirement. Principal Financial Group is the Leader in 401k platforms and deferred compinsation plans. I utilize six model portfolios to custom design portfolios for clients based on their risk tolerance and investment time horizon for major life events, e.g. children going to college and retirement. I also provide financial and retirement planning on a fixed fee basis . I provide these services for investment management clients as part of my fee-only investment management services. My clients also receive the relevant newsletters based on what they are invested in.