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.