Chris Thomas
Financial Advisor at Principal Financial Group
- Role
- Financial Advisor at Principal Financial Group
- Location
- West Des Moines, IA, US
- LinkedIn followers
- 500 followers
Experience
Financial Advisor
Apr 2012 — Present · IA, US
While developing a customized financial strategy, I can walk you through a step-by-step process to help make you feel more confident in your decisions.Once your goals have been established, I can work with you to customize appropriate strategies to suit your vision and objectives. I can help you execute a financial strategy utilizing the following products and services:Business Planning: Group benefits, key person, informal business valuation, buy-sell review, retention and reward for key employees.Business Owner & Executive Solutions: Exit planning, wealth transfer and estate planning, retirement income and deferred compensation, survivor income, business protection, income protection, risk management and tax minimization strategies. Personal Strategies: Comprehensive financial analysis, income protection, survivor benefits, beneficiary planning, education funding, retirement planning, income solutions, personal cash flow analysis and budgeting, investments, asset allocation strategies, Monte Carlo portfolio analysis, wealth accumulation strategies, estate planning, and tax minimization strategies.• Disability income insurance • Life insurance • Annuities • Mutual Funds • Managed accounts• Optional fee-based planning services• 401(k), profit sharing, defined benefit plans• SIMPLE-IRA, SEP-IRA, Traditional and ROTH IRAs • Long term care insurance • Health Insurance and Medicare plans
Education
University of Phoenix
Master of Business Administration (M.B.A.), Global Management
2000 — 2002
Iowa State University
Bachelor's of Science, Chemical Engineering
1995 — 1999
Skills
- College Funding Strategies
- Wealth Accumulation
- Financial Needs Analysis
- Term Life Insurance
- Income Protection
- Survivor Income
- Iras (Traditional & Roth)
- Disability Income Insurance
- Split Dollar Plans
- Informal Business Valuation
- Executive Benefits Strategies
- Mutual Funds
- Pension Plans
- Supplemental Retirement Income
- Estate Planning
- Series 7 and 66 Registrations
- Annuities (Variable & Fixed)
- Buy-Sell Agreements
- Universal Life Insurance
- Business Continuation Strategies
- Salary Continuation
- 401(K), 403(B), Sep & Simple Ira's
- Buy-Sell Review
- Long-Term Care Insurance
- Tax-Deferred Savings
- Deferred Compensation Plans
- Key Person Insurance
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