[1]
Rhonda Coblentz
Principal Financial Group
The will to win is important, but the will to prepare is vital.
~Joe Paterno
By Lalaena Gonzalez-Figueroa
Photography By Chad Spencer
When it comes to planning for a sound financial future, Rhonda Coblentz, Financial Representative with the Principal Financial Group®, (The Principal®) understands that the race is won one leg at a time. The marathon runner and single mother of two teenagers knows firsthand the importance of pacing and strategy, and works with every client to coach and guide them through their course to financial success. Backed by support from The Principal, with 130 years of experience and a wealth of resources, Coblentz helps her clients take charge of their fiscal planning by keeping a steady sight on their long-term goals, while preparing them as they encounter the inevitable hurdles and challenges that life’s path will reveal.
“I believe that, just as in training for a marathon, individuals who are seeking to create or update their financial plan should align themselves with an experienced professional;” she says, “someone who can teach them how to create a strategy and an action plan, to motivate them when they encounter difficult periods, and to keep them on track as they run the course.”
With a strong background in real estate (she spent years in the industry as a licensed realtor and mortgage broker), Coblentz offers a unique, well-rounded perspective in her approach to financial planning. Her ability to translate the effects of credit scores and mortgages as they relate to her clients’ portfolios is an invaluable tool to helping them better understand how to work towards accomplishing their long- and short-term goals. And because she’s intimately familiar with the unpredictable nature of sales-based incomes, Coblentz has found a niche with professionals – from REALTORS® to physicians to attorneys- who must account for unexpected financial situations to arise as they plan for secure futures.
While The Principal offers a vast range of products and resources designed for individual and small- to medium-sized business owners, Coblentz emphasizes that she does not offer “the flavor of the month” when it comes to her clients’ investments. “Like The Principal, I am committed to excellence and integrity, to ensuring that I do what’s in my clients’ best interests,” she explains.
Coblentz also works with individuals who currently have a financial plan in place, offering an asset allocation review to ensure that they are on track to accomplish their goals. “It’s not uncommon for individuals and businesses to hold multiple accounts with different companies,” she says. “I can examine all the pieces and offer an overview of the pulse of someone’s financial health.” When appropriate, she’ll make recommendations on how to strengthen the plan that is in place, or to assist in creating an updated plan of action. Ultimately, says Coblentz, the idea is to provide individuals with financial confidence. “When that’s accomplished, my clients are able to focus on their true passions, in their professional and personal endeavors.”
Coblentz continues, “When a strong financial plan is in place, you open the doors of opportunity. There’s a sense of clarity, which leads to individuals being more effective in their lives and in the lives of others.”
Every runner knows that no race can be completed without taking the first step. In planning for her clients’ financial futures, Rhonda Coblentz coaches them from start to finish, regardless of where exactly the starting point lies. In the end, each person competes to win, and Coblentz is there for the long haul, offering motivation, advice and industry knowledge designed to take every client successfully across the finish line, where the prize of financial freedom is the hard-earned reward.
Rhonda Coblentz
Principal Financial Group
4010 Boy Scout Boulevard
Tampa, FL 33607
Office (813) 872-5899
Cell (941) 504-9010
coblentz.rhonda@principal.com [2]
[3]
[4]
[5]
Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York) and Principal Life Insurance Company. Securities offered through Princor Financial Services Corporation, 800/247-1737, member SIPC. Principal National and Principal Life, and Princor® are members of the Principal Financial Group®, Des Moines, IA 50392. Rhonda Coblentz, Principal National and Principal Life Financial Representative, Princor Registered Representative. #6113072011
[6]