Areas of Expertise
There are many facets to your overall financial plan, but the biggest question is are they fully integrated and in sync? Our team of experts collaborate often to make sure your plan is built on a solid foundation for success with a range of services that make sense for you and your goals.
Rather than focusing on one or two areas of your financial course, we will help you build a cohesive plan to help you reach the goals you have both now and later.
Our version of financial planning isn’t just a plan for your money – it is a plan for your life. Our conversations will always center around your life, your priorities, and your family. Then we tailor your unique plan from a range of financial options using multiple strategies designed specifically to help you reach your goals.
RETIREMENT DISTRIBUTION PLANNING
Our team builds your customized retirement distribution plan starting with the foundation of meeting essential expenses with guaranteed income streams and discretionary income to help you enjoy retirement. This strategy allows you to feel confident about your future and ultimately encourages you to spend more, live more and give more.
INVESTMENT PORTFOLIO MANAGEMENT
We act as your fiduciary when managing investments in our advisory program. Our philosophy is built on a goals-based investment strategy, tailored to your financial plan, and implemented through a tax-efficient global asset allocation process.
We can help you be prepared for what life may throw at you and your family. We specialize in life insurance planning, disability income planning, and long-term care insurance.
Whether you’re thinking about launching a new business or hoping to expand an existing one, we can help you create, grow, and protect your business’s value with expert business planning services. We’ll work with you to develop a personalized financial plan with solutions designed to meet the unique needs of your business.
BUSINESS SUCCESSION PLANNING
Whether it's a few years from now or decades away, there will come a day when you’ll want to step back from your business. Succession planning will chart a course to move your business forward after you leave. And having a plan in place can also give your business a competitive edge while you’re still calling the shots—employees, clients, and suppliers will have greater confidence in the stability of your business.
We work with a team of estate planning experts at Northwestern Mutual. Together, we can help you develop an estate planning strategy that may include a strategy to help reduce or eliminate gift/estate taxes for your heirs or a plan to protect your estate from mismanagement or from claims of creditors or ex-spouse. In addition to the expertise our team can offer, you will want to work with an estate-planning attorney on additional pieces of the estate plan. We coordinate with estate planners and can provide you references if you’re looking for an estate planning attorney, upon request.
Now more than ever, people are putting their money where their values are. As part of your financial plan, charitable giving can help support the causes and organizations that are important to you, while applying tax-efficient strategies and defining your legacy. There are many ways to give back. Our experienced team will work with you and your family to help identify philanthropic goals and develop your charitable giving strategy.
Our role goes beyond just providing expert guidance in the creation of your financial plan. By offering a fee-based planning option, we can also help you with the implementation of your plan through a combination of appropriate and innovative insurance, brokerage, advisory and/or private client platform solutions.
Is there an area of your current financial plan that you have questions about? We offer a complimentary second opinion review to make sure you’re on the right track and can work with your other advisors If you’d like.