Chris Maglich
Princor Registered Representative Financial Service Representative @Principal Financial Group
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WORK HISTORY
Princor Registered Representative Financial Service Representative @Principal Financial Group
Kansas City, MO, US
I work with my clients in five areas of focus- Protection: Life Insurance, Disability Insurance & Extended Health Care Planning- Tax Efficiency Planning- Wealth Accumulation- Income Distribution- Estate PlanningUnderstanding the strategies and concepts that are available to use is critical for financial and/or business success. Often when my clients come to me they are not utilizing strategies & concepts that would benefit them. It is also not uncommon at a client meeting to evidently have business & valuation attorneys, accountants and other important advisers present working together on the clients behalf.Specialties for Small & Medium Sized Business Market- Multiple Ownership Structure Planning- Key Person Compensation- Succession & Sell Strategies- Maximize Tax Planning- Deferred Compensation Arrangements- Retirement & Benefit Solutions Arranging the necessary individuals to make sure that what needs to happen gets taken care of sooner rather than later so the owners can move closer to doing what it they \'want to do\' instead of what they \'have to do\'.
EDUCATION
Northwest Missouri State University
Marketing and Management, Business
ABOUT CHRIS MAGLICH
Putting together a strategy to help meet your financial objective doesn\'t have to be a…
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