Our Services
Longnecker & Associates provides customized financial strategies for individuals and businesses. We work together with the Principal Financial Group® and also have strategic relationships with dozens of other well-known financial services firms, including Fidelity, T. Rowe Price, MetLife, Vanguard, John Hancock, AXA and many others.
We begin our process by helping you identify your short- and long-term goals. Once those goals have been established, we create a plan to help you achieve those goals. The plan is then implemented through a variety of financial products and service providers. Finally, we provide ongoing service and monitoring of the plan to make sure it adjusts to your changing needs and goals.
We offer a wide spectrum of financial products and services, including:
- Qualified retirement benefits (401(k), 403(b), SEP-IRA, SIMPLE IRA plans)
- Business continuation planning
- Tax minimization strategies
- Investments
- Retirement strategies
- Estate conservation
- Insurance and annuity products
Learn more about our services for individuals and businesses.