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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HOT TOPIC: Data for Sale: Tips to Help Protect Your Private Information
Recent action by the Federal Trade Commission highlights the potential for abuse by online data brokers. This article offers some tips that might help consumers keep their private data private.
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Would You Be Prepared for an Unplanned Early Retirement?
Nearly half of current retirees retired earlier than planned. Here are some steps to help prepare for the unexpected.
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A Pension Strategy That May Boost Your Income
A strategy called pension maximization may enable a married pensioner to elect the higher payments of a single-life annuity while also providing for the spouse’s financial future.
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Equity REITs: Is There Room for Real Estate in Your Portfolio?
This article discusses some unique characteristics of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.