Financial Services

The Bank of Monroe in collaboration with Principal Financial® Network offer financial services through Jason Longnecker and Jonathan Faber. The Principal® Financial Network is part of the nationwide affiliated group of financial professionals who work with Principal Financial Group®.

Jason and Jonathan are dedicated to helping individuals and businesses meet their financial goals. While working with you to develop a customized financial strategy, they can walk you through a step-by-step process to help make you feel more comfortable with your decisions. Once your goals have been established, they can customize strategies designed to align with your vision and objectives.

Products & Services

Jason and Jonathan can help you execute a financial strategy utilizing the following products and services:

Investing

• Money Market Funds
• Mutual Funds
• ETFs
• Fixed Annuities
• Individual Stocks

Protection Planning

• Disability Income Insurance
• Life Insurance
• Long Term Care Insurance

Retirement Planning

• Traditional IRAs
• Roth IRAs

College Savings

• 529 Plans

Business Planning

• Retirement Plan Design
• Group Benefits
• Informal Business Valuations
• Buy/Sell Agreement Reviews
• Succession & Transition Planning
• Death Buyouts
• Disability Buyouts
• Key Employee Retention Strategies
• Non-Qualified Deferred Compensation Plans
• Estate Tax Liquidity
• Inheritance Equalization Strategies

Important Disclosures

Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., Member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Jason Longnecker and Jonathan Faber, Principal National and Principal Life Financial Representatives, Principal Securities Registered Representatives, Financial Advisors and members of the Principal® Financial Network. The Bank of Monroe is not an affiliate of any company of the Principal Financial Group®.

AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.

Principal Securities Registered Representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

This endorsement is provided by The Bank of Monroe (“Promoter”), who is not a current client or investor of Principal Securities, Inc. Promoter receives a percentage of compensation in return for their endorsement if you become a client of Principal Securities, Inc. Promoter will receive up to 30% of gross compensation. Promoter’s receipt of cash compensation creates an incentive for the Promoter to refer you to Principal Securities® rather than other investment advisers with which it does not have a similar referral agreement, resulting in a conflict of interest for the Promoter.

Find a broker, investment or financial advisor on BrokerCheck

Principal Securities Form CRS, Customer Relationship Summary, available here

Securities products are
• Not FDIC or NCUA Insured • Not insured by any federal government agency • Subject to investment risk and possible loss of principal • No bank/credit union guarantee • Not required as a condition of receiving credit approval • Not deposits or obligations of the bank/credit union

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