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7 Events That Increase Your Need for Life Insurance
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Helping families live their best life.
Financial planning is deeply personal, especially for parents. We believe the first step in any financial planning conversation should be understanding your unique relationship with money, your family's story, and your future goals. Once we understand what money means to you, we can create a financial plan together that supports not just your financial security, but the well-being of your children and loved ones - helping you work towards living your best life.
There are many areas of financial planning to discuss, but a few examples of areas of focus are:
- Debt paydown strategies - a plan to reduce debt appropriately to build a strong foundation for your family
- Protecting you and your family - life insurance, disability insurance, and other strategies to safeguard your family's financial future
- Education planning - explore strategies to save for your or your children's education goals
- Kids' futures - thinking through the best way to save or invest for those milestones
- Retirement planning - ensuring we will have CHOICES into retirement, tax-efficient planning focused on diversification
- The in-between years - the typical missed part of planning - having a strategy for the years between now and retirement
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4
Planning that focuses on YOU
Each step in my process is very intentional. We need to understand what's most important to you to better serve you as your advisor. We're a team!
See how we'll get it done below:
Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
