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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Three Market-Moving Economic Indicators to Watch
Among all the economic indicators released each month, these three reports may have the strongest effect on the market.
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HOT TOPIC: Real Estate Roundup: Feeling the Impact of Higher Rates
This article discusses why the values of U.S. commercial property and homes have performed differently and how lingering weakness in the real estate sector could affect the economy.
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HOT TOPIC: Tariffs Drive Market Volatility
This article explains why tariffs have shaken the markets and provides an overview of long-term trends that may help investors put the current volatility in perspective.
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Eight Great Investing Quotes
This article offers eight quotes from successful investors, economists, and other insightful thinkers that may help provide perspective and focus for an investing strategy.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Savings Accumulation
Estimate the future value of your current savings.