Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement. But achieving financial security takes more than creating a comprehensive plan; you also have to take action on your plan, and evaluate and adjust it over time. Together, w
e’ll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings. After 20 years working in the field of philanthropy as a CEO and Director of Development, I became an advisor with the Northwestern Mutual. Philanthropy is about meeting the needs of others, and this new role allows me to continue to serve that need in a new way. I run a comprehensive financial planning practice that focuses on the offensive and defensive sides of financial security. My mission is to create enduring relationships with my clients by providing innovative solutions and professional direction to help clients accomplish their financial objectives. Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services. Here are the areas of expertise, which my team and I will use to provide you with customized recommendations that will help you plan for your financial future:
•Financial Planning
•Business Risk Management
•Estate Planning
•Business Continuation Planning
•Retirement Planning
•Retirement Income Planning
•Disability Income Planning
•Education Funding
•Employee and Executive Benefits Planning
•Investment Strategies
•Life Insurance Planning
•Long Term Care Planning
•Special Needs Planning
