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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Still Time for Stimulus Benefits

The American Recovery and Reinvestment Act of 2009 offers some short-term tax benefits designed to encourage consumer activity and boost particular sectors of the economy.

HOT TOPIC: Don't Risk an IRA Rollover Mistake

A rising unemployment rate means more people face an important decision about what to do with the money in their former employer’s retirement plan. Fortunately, an IRA rollover can help, but only if it's done correctly.

HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?

Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

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