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Financial Planner and Advisor: Helen Hou

Get financial planning and money management advice from Helen Hou

Essential Information

Principal Financial Group
181 Metro Dr. 7th Floor, San Jose, CA, 95110, UNITED STATES
(408) 437-7249
Click here to email Helen Hou
Service Coverage: Across USA

Credentials

Financial Advisor, Princor Registered Representative, M.S. Degree in Finance, LUTCF

Web Site

http://www.managingcash.com

Service Offerings

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 family and your business.

Expertise

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

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

Additional Information (Blog, Articles)

I am a candidate for CFP® certification since 2004, but had to postpone sitting in the board exam since I have had two little kids at the end of 2005 and beginning of 2008 respectively.:) Life events do change people’s minds and plans…

Are you Helen Hou or is Principal Financial Group your business?

Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.