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Our Processes and Plans

At Strategic Financial Solutions, our unique processes help differentiate us from our competition, and allow us to be result driven for our clients, as opposed to product or transaction driven. Our processes are defined below:

The Corporate Retirement Equation ™

The Corporate Retirement Equation ™ defines the methods we pursue to assess your current offerings and plan design, and assist you in implementing a complete communication, investment, design, and service strategy which provides your firm a significant value per dollar spent. This entire process helps provide confidence and clarity, based upon experience, wisdom, and a substantial inventory of resources from the largest retirement and investment firms in the country.

The Integrated Equity Formula™

The Integrated Equity Formula is a structured series of steps designed to assist individuals in bringing clarity, simplicity, and order to their financial lives. Our methods utilize a variety of tools for analysis and review, while providing us and our clients greater confidence in recommendations and action strategies. Our broad based analysis encompasses individual investment and retirement strategies, education planning, and risk management.

Ongoing goal clarification and progress charting is addressed via The Products and Progress Review, a quarterly - annual review process.

The 4 R's: Recruit, Retain, Reward, and successfully Retire your key executives. ™

Our process focuses on the successful coordination of plan design, plan administration, and plan funding, when implementing Non-Qualified Executive Benefits programs. The nature of many of our plans add an accumulation component, which may assist executives in developing a more secure retirement, or simply address some of the reverse discrimination your executives may experience inside qualified benefits or retirement plans.

The Portfolio Solution ™

Utilizing resources from a number of the largest investment firms in the country, as well as objective and subjective analytical data from a variety of resources, our firm assists individuals, endowments, and trusts as they strive to grow and develop their investment capital. Our processes and resources utilize cutting edge technology to enhance monitoring, and track performance. In addition, our experience and on-going due diligence assist our clients in proactive tax management of their invested assets.

Larry Witzel is licensed in AK, AZ, CO, DE, FL, IA, IL, IN, LA, MA, MI, MN, MO, NC, OH, TN, TX, UT, WA, and WI to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in AK, AZ, CA, CO, FL, IA, IL, IN, KS, KY, MA, MI, MN, MO, NC, NE, NJ, NM, NV, OH, PA, TN, TX, UT, WA, and WI and adviser registered in IA. Bert McClintock is licensed in DE, IA, MO, NC, and TX to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in IA, IL, MO, and NC and adviser registered in IA. Gabe Rohwedder is licensed in IA to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in IA, IL, MO, and NY and adviser registered in IA.

This site is not a solicitation of interest in any of these products in any other state.

IMPORTANT CONSUMER INFORMATION: Larry Witzel, Bert McClintock, and Gabe Rohwedder may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by Larry, Bert or Gabe that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he represents, contact your state securities law administrator.

Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Princor Financial Services Corporation, 800/247-1737, member SIPC. Principal National, Principal Life, the Preferred Product Network and Princor® are members of the Principal Financial Group®, Des Moines, IA 50392. Larry Witzel, Bert McClintock, and Gabe Rohwedder, Principal National and Principal Life Financial Representatives, Princor Registered Representatives, and Financial Advisors. Strategic Financial Solutions is not an affiliate of any company of the Principal Financial Group®.