A Semi-Annual Newsletter from Strommen & Associates.


Ramblings from Bob as to life, planning with purpose, what matters and thoughts of the moment.


Visit the archive for more information on Checkpoints and other documents.

CLIENT RESOURCES
Welcome to Checkpoint services to Participants of retirement plans Strommen and Associates Advises. As part of our services, we provide a snap shot retirement readiness report.
This report is a modular segment of our total financial planning. Click on the image to view a sample of this planning.
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CHECKPODS: CHECKPOINT PODCAST SERIES

Welcome to the Compnay Sponsored Retirement Plan

Planning Tools and Resources Available

Investment Basic 101

Investments 201

Rollover of Plan Assets

Retirement Readiness Report and Planning

Financial Planning: Have You Planned Properly