Sharon Drake
Financial Representative @Principal Financial Group
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WORK HISTORY
Financial Representative @Principal Financial Group
I work with individuals, business owners and their team members to help build plans and strategies to help ensure more financial success. Specifically, I can help in the following areas:Personal Strategies · Risk Management Services – Help build the financial foundation based on your financial objectives, time horizon and risk tolerance. Our direct exposure to U.S. government and agency securities is low, representing only 6 percent of our total invested assets, as of June 30, 2011. Financial Planning – Help ensure children’s education funding, asset allocation, conscientious survivor strategies, and comprehensive retirement accumulation and distribution strategies. Wealth Management Services – Help develop solid strategies for wealth accumulation and asset retention for the long term. Estate Planning – Help develop a plan to minimize estate transfer expenses to maximize the estate value to heirs.Business Priorities· Employee Benefits – Benefit plans designed to help create an employee’s financial foundation. · Retirement Plans – Solutions to help build an income for a lifetime.· Executive Benefits – Attraction and retention solutions for the key people who make a business grow and prosper.· Business Transition – Business continuity, wealth transfer strategies and other solutions to help ensure business longevity.The next time you have a financial or insurance related question or concern, please do not hesitate to give me a call at 70••••••66 or d••••••••@principal.com.
EDUCATION
University of Phoenix
MBA, Business Adminstration
Johnson C. Smith University
Bachelors of Science, Business Administration
SKILLS
ABOUT SHARON DRAKE
Proven financial professional who performs as a key financial partner and provides…
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