Juliano Financial Services

Financial Solutions with Integrity

 

“Financial Solutions with Integrity” is more than a slogan for me. It is a core value of my belief system. It is my desire to do more than sell you financial products. It is my job to listen, formulate, educate, and then recommend solutions that will help you accomplish your financial goals. Perhaps your goals are to retire early, send your kids to college, build a substantial business, and to provide for your family in the case of sickness or death. What ever your goals are, wouldn’t it be wise to have a plan to reach those goals? I look forward to helping you succeed.  

 

Securities and advisory products offered through Princor Financial Services Corporation, 800/247-4123, member SIPC, Des Moines, IA50392.  Juliano Financial Services is not an affiliate of Princor. D. Frank Juliano, Princor Registered Representative, Financial Advisor, Financial Representative, Principal Life Insurance Company.

 

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Savings Accumulation

Estimate the future value of your current savings.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

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Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

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