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Stay on track with help from a financial professional

A financial professional can provide the help you may need to achieve your financial goals.

A financial professional can provide guidance to anyone who's serious about saving for current and long-term financial goals, no matter your age or income.

What you could gain

Those who work with a financial professional like where they're finances are headed and have more:

  • Financial confidence. 68 percent believe they are making good progress toward long-term financial goals.
  • Control. 68 percent feel they have a handle on their personal financial situations.
  • A Sense of Readiness. 61 percent feel prepared to live comfortably in retirement.

Source: The Principal Financial Well-Being IndexSM 1st Quarter 2013 report (PDF: 140 KB) survey was conducted online within the United States by Harris Interactive on behalf of the Principal Financial Group® between January 25 and January 31, 2013 among 1,100 employees.

5 things you can work on together

  1. Investment planning
  2. Education savings
  3. Tax strategies
  4. Retirement planning
  5. Estate planning

Meeting tip

Make the most of your first meeting with a financial professional by preparing carefully.

» Learn more about the basic prep work you can do ahead of time before meeting with your financial professional.

What to expect

A financial professional can help you:

  • Assess your current financial position. At any point you can determine where you stand.
  • Identify achievable goals. Envision your retirement and find ways to help make it happen.
  • Develop a customized investment and savings strategy. Discover what works for you now—and adapt as circumstances change.
  • Analyze your savings progress—and find ways to help stay on track between meetings.
  • Get ready for retirement. Identify income sources, determine your withdrawal rate, and manage your retirement income.

Ask for help

Get information you need as you:

  • Weigh available options
  • Make important decisions
  • Build financial strength
  • Adapt to life's changes
  • Plan for your future

Get started today.

Talk with a financial professional. Wonder if you're on track to achieve your long-term goals? Contact a financial professional to help review your options.

The subject matter in this communication is provided with the understanding that The Principal® is not rendering legal, accounting, or tax advice. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements.

Insurance products and plan administrative services are provided by Principal Life Insurance Company a member of the Principal Financial Group® (The Principal®), Des Moines, IA 50392.

© 2013 Principal Financial Services, Inc.

t131001017m – 10/2013

Plan Ahead. Get Ahead.

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