Investment Center

Financial Services

Principal-Logo

Home Federal Bank offers added financial services through Grant Ericksen, CMFC®, AIF® and Josh Murdoch, members of the Principal® Financial Network. The Principal® Financial Network is part of the nationwide affiliated group of financial professionals who work with Principal Financial Group®.

Grant & Josh are dedicated to helping individuals and businesses realize 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 appropriate strategies designed to suit your vision and objectives.

Headshot Grant

Grant Ericksen

308-995-4423
www.principalholdrege.com

Headshot Josh

Josh Murdoch

308-995-4423
www.principalholdrege.com

 

Products & Services

Grant & Josh 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

  • UTMAs
  • 529 Plans

Business Planning

  • Retirement Plan Design and Implementation
  • 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

 

Questions?

Give us a call at 308-995-4423 or visit our website www.principalholdrege.com.

 

Disclaimers

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. Grant Ericksen and Josh Murdoch, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor. Home Federal Bank 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 Home Federal Bank (“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

Not FDIC or NCUA insured
May lose value • Not a deposit • Not bank or credit union guarantee • Not insured by any federal government agency

 

Find Us Chat Us Open an Account  Apply for a Loan

Expand toolbar

Next Section

Back to Top

Internet Explorer 11 is outdated. For improved security and optimized performance we highly recommend upgrading your browser. ChromeFirefoxEdge