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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Watch for These Hazards on the Road to Retirement
The road to retirement is typically not a smooth ride. This article looks at five potential risks that can slow progress along the way.
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Market Measures: Beyond the Dow
In addition to the better-known Dow Jones Industrial Average and S&P 500 stock indexes, this article provides an overview of some stock indexes that are commonly used as benchmarks.
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After the Loss of a Loved One, Watch Out for Scams
Scammers often prey on those who are most vulnerable. This article outlines common scams that target people who have lost a loved one.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Savings Accumulation
Estimate the future value of your current savings.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?