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Group Benefits
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Individual Clients
   
 
INDIVIDUAL CLIENTS





Do you need help determining how—and how much—to save for retirement? Do you need professional assistance for your investments? We can help. We will:

• Review Your Investment Allocation
• Prepare Your Portfolio Strategy
• Develop Saving Strategies for
   • Retirement
   • College

• Offer Investment Options
   • Fixed Annuities
   • Mutual Funds*
   • Professionally managed accounts*
• Set-up/Administer IRAs and Roth IRAs
• Life Insurance
• Long-Term Disability
• Short-Term Medical
• Individual Health Isurance
• Medicare Supplement Policies

Services are available only to Illinois Residents
 
 

 

Retirement Planning
• Prepare a Personal Retirement Plan
• Provide Retirement Income Counseling,    including:
   • Distribution options
   • Systematic withdrawals
   • Lifetime payment options
 
 

Helpful Links*

*The links listed on this page are being provided as additional sources of information that may be of interest to you. If you link to any of the web sites provided herewith, you will be leaving this site.  Principal Resource Group and Sunset Financial Services make no representations as to the completeness or accuracy of information that is provided at these sites.  Nor is Sunset Financial Services, Inc. liable for any technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through these sites. You assume total responsibility and risk for your use of the sites to which you may link.

*Karin Rettger is a registered representative with Sunset Financial Services, Inc., a FINRA registered broker-dealer. Sunset Financial Services is registered to do business in all 50 United States. Karin Rettger is licensed to offer securities products and insurance products in the State of Illinois. The information included herein should not be considered a solicitation or an offer to sell product in any state besides those in which Karin Rettger is properly licensed. Securities and Investment Advisory Services offered through Sunset Financial Services, Inc. 3520 Broadway, Kansas City, MO 64111, 816.753.7000 (Home Office). Member FINRA/SIPC. Karin Rettger, Registered Representative, Registered Investment Advisory Representative, Sunset Financial Services is not affiliated with Principal Resource Group. www.finra.org  www.sipc.org

Principal Resource Group, 800 Roosevelt Road, Suite B421, Glen Ellyn, Illinois 60137 Phone: 630-858-5430 Toll-Free: 888-857-4811
© 2009 Principal Resource Group