![]() Previously, I would input clients’ data ahead of time and show them a printed version of the document generated through MoneyGuide Pro. In my new location, we have a large conference room where we can hook up a laptop so that it shows on a large TV screen. Recently, when we split from our old firm and opened up our own RIA, I started using the program interactively with clients. Initially, I only used it behind the scenes, but it has become a major piece in our financial planning process. I’ve been using MoneyGuide Pro, a goal-based financial planning software program, for close to 10 years. I hope that speaks to our clients, to helping them understand that a big part of our job is to add clarity to all of the confusing items that they may have in their financial lives. Principal National NAIC identification number is 71161.We call our financial planning process the Financial Clarity Advantage. Principal Life NAIC identification number is 61271. Principal Life maintains certificates of authority to transact insurance in all 50 states. DC Retirement Strategies is not an affiliate of any company of the Principal Financial Group®. Cismoski, Principal National and Principal Life Financial Representatives, Principal Securities Registered Representatives, Investment Adviser Representatives. Principal National, Principal Life, the Preferred Product Network, and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392. ![]() Securities and advisory products offered through Principal Securities, Inc., Member SIPC. Insurance 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. ![]() 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. Follow-up, individualized responses to consumers in a particular state by Rick or Gregory 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. Cismoski 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. This site is not a solicitation of interest in any of these products in any other state. to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in AZ, AR, CA, CO, FL, GA, IA, IL, KS, MD, MA, MI, MN, MO, MT, NE, NV, NJ, NM, NC, ND, OH, OK, OR, SC, SD, TX, UT, VA, and WI and adviser registered in NE. Cismoski is licensed in AZ, AR, CA, CO, DE, FL, HI, IA, IL, IN, KS, MD, MA, MI, MN, MO, NE, NM, NJ, NY, NC, ND, OH, OK, OR, SC, SD, TX, UT, VA, WA, WI and WY and adviser registered in NE. Dhabalt is licensed in AZ, AR, CA, CO, DE, FL, HI, IA, IL, IN, KS, ME, MA, MD, MI, MN, MO, NE, NH, NM, NJ, NY, NC, ND, OH, OK, OR, SC, SD, RI, TX, UT, VA, WA, WI, and WY to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in AZ, AR, CA, CO, FL IA, IL, KS, ME, MD, MA, MI, MN, MO, NE, NV, NJ, NM, NC, ND, OH, OK, OR, SC, SD, TX, UT, VA, and WA and adviser registered in NE. The AIF Designation does not mean the holder is acting in a fiduciary capacity. ![]() AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. ![]()
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