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Working with a Financial Professional or Advisor

Putting together a financial strategy can be complicated—making it easy to get overwhelmed. A financial professional or advisor can help you cut through the confusion and create a personalized strategy to help you achieve your dreams.

What a financial professional or advisor can do for you

• Assess your current financial situation
• Set realistic—and achievable—goals
• Create a financial strategy
• Help you put your plan into action
• Help you keep your plan on track – no matter what life throws at you

Ready to get started?

Follow these three simple steps.

1. What to consider when looking for a financial professional or advisor.
2. Get connected with a financial professional or advisor in your area.
3. Prepare for your meeting with a financial professional or advisor.
4. The value of assistance from a Financial Professional.

Jean Chatzky is a compensated financial commentator, is not affiliated with any company of the Principal Financial Group and the views she expresses are not necessarily those of the Principal Financial Group or any member company.

Insurance products from the Principal Financial Group^® are issued by Principal National Life Insurance Company (except in New York) and Principal Life Insurance Company. Securities offered through Princor Financial Services Corporation 800.247.1737, member SIPC, and other independent broker dealers. Securities sold by a Princor Registered Representative are offered through Princor^®. Principal National, Principal Life and Princor^® are members of the Principal Financial Group^®, Des Moines, IA 50392.

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