Helen Hou
- Financial Advisor, Princor Registered Representative,
Principal Life Insurance Company. - M.S. Degree in Finance, LUTCF and Bachelor’s Degree in Business
- Board member of NAIFA-Silicon Valley (National Association of Insurance and Financial Advisors).
- CFP (Certified Financial Planner) candidate since Dec.2004.
I am a broker for over 160 major financial and insurance companies. I always look for the best products and services to fit in my client’s situations and needs. I have helped many startups with their group and executive benefit needs, along with hundreds of individual clients’ financial planning and insurances needs. I am looking forward to bringing some help and value to you, your famaly and your business.
I use a needs analysis process called Financial
Strategies to help my clients. We begin by
identifying and prioritizing your financial goals.
Based on the information you provide, Financial
Strategies summarizes where you are currently and
what you need to do to achieve your goals. We then
work together to find the right solutions for your
unique situation.
Individual Services:
- Retirement Planning
- IRA(s) and IRA Rollovers
- Estate Planning
- Charitable Giving Programs
- College Education Funding
- Tax Deferred Annuities
- Asset Allocation
- Mutual Funds
- Life Insurance
- Health Insurance
- Disability Insurance
- Long Term Care Insurance
Business Services
- Group Life Insurance
- Group Disability Insurance
- Group Life Carve-Out Plans
- Group Health Plans
- 401(k) / 403(b) Plans
- SEP-IRA / SIMPLE-IRA
- Buy-Sell Funding Program
- Key Employee Life Insurance
- Key Employee Salary Continuation Programs
- Deferred Compensation Plans
- Split-Dollar Retirement & Insurance Programs
