Fee Based Planning


I have recently added a new service, financial planning for individuals and business owners.  Regardless of experience, more and more we think of a financial plan not as a luxury, but as a necessity.  

Many of my clients want a professional analysis of their current financial situation, their goals and concerns, with no pressure to purchase products. A financial plan can provide them with a good overall understanding of what they currently have, to highlight their strengths and identify areas where improvement is needed, and to provide recommendations customized to their specific needs.  As a Financial Advisor of Princor Financial Services Corporation, I offer my financial planning services based upon my hourly rate of $150.  I quote a plan’s fee as a flat fee, or by the hour, depending upon which you prefer.  Each plan’s content and fee varies based upon your unique objectives and the complexity of your financial situation. 

There is no question that the financial world is complex, but it does not have to be confusing. My clients come to me for professional advice on such things as: 

  • Retirement needs
  • Executive benefits
  • Income tax issues
  • Wealth accumulation
  • Estate planning
  • Survivor benefits
  • Business continuation
  • Personal cash flow/budgeting
  • Education funding
  • Disability income needs

Naturally, after the completion of your initial financial plan, I can update it as often as you like to analyze your progress and address ongoing needs. Although you have no obligation to implement your financial plan through me, my clients typically ask me for specific product solutions to suit their needs.  Should you purchase products from me, you would do so outside the plan.  As a licensed insurance agent of Principal Life Insurance Company and a Registered Representative and Financial Advisor with Princor, both members of the Principal Financial Group®, I am compensated separately by them should you purchase products. 


Please contact me with questions you may have concerning these financial planning services.