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.
- Advisory Services
The professional advisors of Northwestern Mutual Wealth Management Company are dedicated to helping successful people solve complex financial issues, and identify the core values, beliefs and legacies they want to perpetuate for themselves, their families and their communities. In partnership with your attorney and accountant, our advisors will help you preserve and enhance your financial wealth through professional asset management, financial planning, estate planning, and trust services.
- 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 Solutions
Longer life expectancies and early retirements make sound insurance and investment choices essential. I will help you prepare to enter your retirement years.
With an increasing number of choices and ever-changing tax laws, the Network offers me access to financial advisors and specialists I can call upon for recommendations and assistance. Pension plans, 401(k) and 403(b) plans, IRAs, Roth IRAs, mutual funds and annuities, as well as variable and portfolio-based life insurance are just some of the alternatives available to you.
- Business Succession
What will happen to your business when you retire, or if you become permanently disabled or die? What's the value of your business, and how much is each owner's share worth? As a business owner, you know how many years you have invested in your business. Wanting it to continue is natural. Because I specialize in business succession planning, I can help you answer these and other questions. Together we can develop a plan to help ensure a smooth transfer of your business.
- Business Needs Analysis
Business owners have special needs. I can help you anticipate those needs--whether they are executive bonus plans to attract and retain key executives, or insurance to protect you and your partners in the event of death or disability. I will work in cooperation with a team of specialists, including your own advisors, to help you develop a strategy that will accomplish your specific financial objectives.
Before you agree to receive financial planning services,
please see complete information and disclosures in the NMIS Financial Planning
Brochure (also called the ADV brochure) and review the terms of the NMIS Planning
Engagement Agreement. These may be obtained from your Financial Advisor.
- Employee Benefits
Employee benefit programs are crucial to maintaining your key employees. I can help you design a customized employee benefit program that will help you attract and retain quality employees.
- Asset & Income Protection
Assets that take years to accumulate can be consumed in a fraction of the time after a breadwinner dies or when an individual requires specialized care on an extended basis. Life insurance policies are designed with different needs in mind. Whether you are looking for temporary protection, lifelong protection, an efficient transfer of assets through your estate, or cash value accumulation, my expertise in personal life insurance can help you protect what's important to you, secure your future and improve your life.
- Disability Income Insurance
Disability insurance protects one of your most valuable assets-your ability to earn an income. A disability could suspend or terminate your income for an extended period of time. It may force you to close your business. With my expertise in disability insurance, I am able to recommend disability insurance products from Northwestern Mutual.
- 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.
|
