skip navigation Menu PRINCIPAL PLANNING, INC. Phillip Q. Shrotman Flipbooks Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. - Ben Bernanke, Former Chairman of the Federal Reserve These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it. Financial Management Insight: Strategies to Help Build Your Future The decisions you make about money form the basis for your financial future and can help you pursue your goals. Understanding Social Security and Medicare: America’s Retirement Safety Net Social Security and Medicare rules can be complex. To help maximize benefits, it pays to understand your options. Higher Education: College Saving and Funding Strategies College is an investment in your child’s future. It requires a savings commitment and knowledge of funding methods. Investing Basics: Embark on Your Wealth-Building Journey Weighing the risks and rewards of various investment options can help you develop a sound investment strategy. Time to Get Tax-Savvy: Managing Your Tax Burden Understanding tax rules and spotting tax-saving opportunities might help you put the money to better use. Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow The road to retirement is seldom smooth. You need a sound savings strategy to help overcome obstacles in your path. Wealth Preservation: Planning to Leave a Legacy An estate planning strategy could increase the value of your estate and help avoid potential conflicts and delays. Financial Protection: Using Insurance to Help Manage Life’s Risks Home, auto, life, disability — Protect your financial interests by having the appropriate insurance coverage. Contact Us 194 Marina Drive,, #202 Long Beach, CA 90803 Phone: 562/ 598-3700 Fax: 562/598-7333 “Securities offered through BB Graham & Co. a Registered Broker/Dealer, member FINRA/SIPC. Principal Planning Service Inc. is not affiliated with BB Graham & Co.” Site Map Check the background of this financial professional on FINRA's BrokerCheck