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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, and service strategy which can provide your firm a significant value per dollar spent.

This entire process helps provide substantial confidence and clarity, based upon experience, wisdom, and substantial inventory of resources from the largest retirement and investment firms in the country.

Statement of Service

Strategic Financial Solutions Statement of Service explains our goals and commitment to our clients. Our Outline of Qualified Retirement Plan Services summarizes our Pre-Engagement Services along with our on-going Client Services. This outline also discusses our Fiduciary Reviews (including investment performance, asset selection and monitoring), Ongoing Employee Services including Employee Participation and Employee Education.

Outline of Service Models

Strategic Financial Services provides our clients with exceptional service through our Service Models. These models have been developed with the intent to provide the best service experience possible for our clients. Strategic Financial Solutions prides itself in having the best Corporate Retirement Plan Service Models.

Corporate Service Model Types

Education Service Model Types

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®.