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200 2nd Avenue SE
Cedar Rapids, IA 52401

Phone:

  • (319) 363-2509 (800) 253-7991

Fax:

  • (319) 362-2443
  • E-mail address: Info@sfsolutionsllc.com
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    Newsletters

    • Five Tips to Regain Your Retirement Savings Focus in 2021

      This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.

    • Four Questions on the Roth Five-Year Rule

      This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.

    • Three Lessons from Retirees

      A survey of workers and retirees yielded three key findings that may prove helpful in planning for retirement. Find out more.

    • Early Retirement and Your Tax-Deferred Savings

      Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.

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    • Federal Income Tax

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    Larry Witzel is licensed in  AK, AZ, CA, CO, FL, IA, IL, IN, LA, MA, MI, MN, MO, NC, OH, PA, SD, TX, UT, WA, and WI to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in AL, AR, AK, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MA, MI, MN, MO, NC, NE, NJ, NM, NV, OH, OK, PA, SC, SD, TN, TX, UT, WA, and WI and adviser registered in IA. Bert McClintock is licensed in  AR, AZ, DE, FL,IA, IL, IN, KS, LA,  MA, MI, MN, MO, NE, NC, OH, PA, SC, SD, TX, UT, WA, WI to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in AL, AK, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MI, MN, MO,  NE, NV, NJ, NM, NC, OH, OK, PA, SC, SD, TN, TX, UT, WA, WI and adviser registered in IA. Al Eckhoff  is licensed in IA to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in CA, CO, FL, IA, GA, and OK. Jeff Haugse is licensed in  FL, IA, TX to offer insurance products, and life insurance (including variable life), annuiteis (including variable annuities), and is securities registered in AR, CA, FL, IA, IL, IN, NE, NJ, TX, WI. Jordan Kuehner is licensed in IA,to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in AZ, CA, DC, IL, IN, IA, MO, NM, NC, OK.  Brian Brandt is licensed in IA, CA, WA to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in AL, DC, IL, IA, MI, SD, WA

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

    IMPORTANT CONSUMER INFORMATION: Larry Witzel, Bert McClintock, Al Eckhoff, Jeff Haugse, Jordan Kuehner, and Brian Brandt 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, Al, Jeff, Jordan, or Brian 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 Principal Securities, Inc., 800/247-1737, Member SIPC.  Principal National, Principal Life, the Preferred Product Network and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392.  Larry Witzel and Bert McClintock, Principal National and Principal Life Financial Representatives, Principal Securities Registered Representatives, and Financial Advisors.  Jeff Haugse and Al Eckhoff, Jordan Kuehner, Brian Brandt Principal National and Principal Life Financial Representatives, Principal Securities Registered Representatives. Strategic Financial Solutions is not an affiliate of any company of the Principal Financial Group®.

     

    Principal Life maintains certificates of authority to transact insurance in all 50 states.  Principal Life NAIC identification number is 61271.  Principal National NAIC identification number is 71161.

     

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    Check the background of this financial professional on FINRA's BrokerCheck
    Check the background of this financial professional on FINRA's BrokerCheck