As a financial professional with Principal® Financial Group, I help busy professionals and companies create and implement retirement strategies that are designed to clarify an otherwise complex goal. Working together, my team and I help you understand your options and help you choose strategies that lead towards a successful retirement.With the CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC CFP® mark, I can help you or your company develop strategies designed to answer the two most common questions for American workers; when can I retire and will I have enough assets to do so in the lifestyle of my choosing. My goal is to be the most referable professional my clients engage with. That's why I strive to ensure my clients can depend on me to help them answer questions regarding; company retirement plans including 401(k), nonqualified deferred compensation, ESOPS, Net Unrealized Appreciation, Business Buy Sell Agreements, Executive compensation, tax management strategies, life, health, disability, long term care, and business overhead insurance. Using principles of financial planning with varying degrees of complexity, I am also able to assist my clients with important decisions regarding college education savings, wealth accumulation, investment management and ultimately, wealth transfer strategies through the use of estate planning and business succession planning tools. There are no shortcuts to achieving financial independence, BUT, there is a path.“Page Pittman is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.”2058054-022022Insurance 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 Corporation, (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.
Listed skills include Estate Planning, Insurance, and Disability Insurance.
