Planning for the future doesn't have to be hard.

Planning for the future can seem overwhelming and complicated. But working with a financial professional whether you’re close to retirement or just starting out can help. It all starts with a conversation to get to know you and learn more about your goals:
Where are you today?
I’ll work to learn more about your current financial situation.
Where do you want to be tomorrow?
Then, we’ll discuss ways to meet your goals.
How can you get there?
Next, we put together a customized financial strategy based on your life and your needs.
Ready to get started?
You tell me how you’d like to move forward. And I’ll help you kick-start your plan. With regular reviews we can make adjustments along the way. Let’s Talk – Schedule or Contact me today at (614) 358-3266 or by email at Poindexter.William@Principal.com.
Newsletters
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Treasury Yields Off 17-Year Highs
While yields are off highs not seen since before the Great Recession, investors might consider some of the Treasury security types and maturities outlined in this article.
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The Four-Day Workweek: Is It Destiny or a Distant Dream?
Wider use of artificial intelligence is one reason that the prospect of a four-day workweek (with no loss in pay) is now being taken seriously by companies around the world.
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Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm
Many insurance companies have begun to raise rates, restrict coverage, or stop selling policies in high-risk areas.
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What’s New for 2025?
This article outlines changes that may affect retirement savings, health-care costs, air travel, and consumer credit.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Savings Accumulation
Estimate the future value of your current savings.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?