Areas of Expertise
Here are my areas of expertise, which I will use to provide you with
customized recommendations that will help you plan for your financial future.
- Business Planning
No business can be successful without a long-range plan. Business owners have special needs. I can help you anticipate those needs and help you develop a plan that will accomplish your specific financial objectives, including Business Succession, Business Continuation, Executive Benefits and Compensation, Employee Benefits, Risk Management and Personal Planning.
- Financial Planning
Long-term financial success doesn't happen by chance. Each area of your financial life can have an impact—positive or negative—on your other goals. Understanding these interrelationships is important as you deal with ongoing economic issues. Financial planning is a life-long process that assists you and your family in taking control of your financial future. By setting financial goals, developing strategies, and monitoring the progress on a regular basis, the likelihood of achieving your results is greatly increased.
- Investment and Advisory Services
Effective wealth management requires extensive knowledge about the vast array of investment products and services available in today's market. I can help you implement an investment strategy suited to your needs and build an investment portfolio that complements your other financial commitments.
- Retirement Planning
Perhaps one of the greatest financial challenges you will face in your lifetime is preparing adequately for your retirement. I will help you create a plan that will assess your current financial situation, determine the retirement lifestyle for your future, review the many options available, and put solutions in place to help ensure you achieve the retirement of your dreams.
- Retirement Income Planning
Becoming a retiree doesn’t mean retirement planning ends. Spending your retirement assets can actually be more complex than building them. The investment and savings strategies you used to accumulate wealth may need to be adjusted as you prepare for and enter retirement. Together we can develop a plan to help you achieve financial security in retirement—through our unique strategy that preserves and continues to manage your wealth, protects against the risks that can affect your retirement years, and provides you with predictable and steady income for life.
Before you agree to receive financial planning services,
please see complete information and disclosures in The Disclosure Brochure and review
the terms of the Northwestern Mutual Wealth Management Company Planning Engagement
Agreement. These may be obtained from your Wealth Management Advisor.
In addition to providing advisory services, as a member of the Northwestern Mutual Financial Network I can also offer access to the following products and services:
- Education Funding
With the cost of higher education rising faster than the rate of inflation, many families wonder how to prepare for this expense. I specialize in education funding and can help you explore the best possible alternatives for saving the money you need to send your children to college.
- Long-Term Care Insurance
Offered through Northwestern Long Term Care Insurance Company
Long-Term Care insurance provides benefits in the event of a long-term illness or injury. Owning a long-term care insurance policy also provides you choices in deciding where or how you receive care. Let me help you prepare for this situation with long-term care insurance.
- Key-Person Insurance
If your key employee's departure is planned, as in the case of retirement or voluntary termination, you can prepare for the loss and take steps to minimize its impact. However, if the employee becomes disabled or dies, the loss is unpredictable and leaves your business exposed to financial risks. I can help you explore key-person solutions available to you.
- Investment Services
Without a coordinated investment strategy, it can be difficult to build an effective investment portfolio that helps meet your financial needs. As a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), I can offer you access to a wide range of investment products and services. I will work with you to develop investment solutions aimed at meeting your financial objectives.
