Peter M Golombek

Peter M Golombek Helping individuals and business owners build their financial futures for over 8 years.

Senior Financial Services Representative
Princor Registered Representative
CA Insurance Lic 0D20668

FINRA Series 7 &, 63, and 65 securities registrations

Small business owner for 18 years

Twelve years in the financial services inducstry. Together with solutions from the Principal Financial Group, my 12 years of experience can create an effective combination to assist business owners and indvid

iuals with retirement plans, exit strategies, investments, and individual financial strategies to help work towards their financial freedom. o Non-financial community affiliations: Rotary Club Member, Club President, District Youth Exchange Officer, Foundation President, Grant Committee Board Member

Activities and Interests: Rotary Youth Exchange, listening to jazz and playing with my granddaughter

Address

3530 W Mineral King Ave, Ste C
Visalia, CA
93291

Website

www.principal.com

Products

401(k), 403(b), SEP & Simple IRAs, Annuities (Variable & Fixed), Asset Allocation, Business Continuation Strategies, Business Overhead Expense, Buy/Sell Agreements, Buy/Sell Review, College Funding Strategies, Deferred Compensation Plans, Disability Income Insurnace, Estate Planning, Executive Benefits Strategies, Financial Needs Analysis, Income Protection, Informal Business Valuation, IRAs (Traditional & Roth), Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Retirement Planning, Salary Continuation, Split Dollar Plans, Survivor Income, Supplmental Retirement Plans, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, whole Life insurance,

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