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Debt Concerns Come Into Focus as Spending Bill Advances
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Financial Planning Made Easier
I believe the starting point of any financial conversation should be about you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.
Reach your new level of financial confidence.
I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.
I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:
Protection strategies
Wealth accumulation
Managing tax advantages
Optimizing retirement
Leaving a legacy
Charitable planning
Coaching You to Financial Wins
My approach is from the perspective of an actual coach. Before I started with Northwestern Mutual, I ran my own basketball club for over a decade. My strategies and techniques are the same with financial planning as it was with basketball.
We'll go over your strengths and weaknesses, I'll provide information that will help you with your choices, and we will acknowledge that it takes a little time to build good habits.
From there, with a tough but gentle approach, I will hold you accountable to stick to your goals, readjusting, when necessary, while continually building on your progress over the years to come.
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