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Lo Bosworth on Conquering the Next Phase of Adulthood
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Every goal starts with a dream—yours. My mission is to help turn your financial goals into real, measurable strategies.
With a background in economics, accounting, and management, I bring a precision-focused, data-driven approach to financial planning. Backed by the unmatched infrastructure and expertise of Northwestern Mutual, I work alongside a network of financial specialists dedicated to delivering results through custom strategies, tax-efficient planning, income growth solutions, and long-term protection.
As a financial representative, I know that wealth isn't just about numbers—it’s about structure, stability, and building something that lasts.
Let’s build a plan designed for growth and financial confidence—with a strategy engineered for your future.
Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.
When your finances are structured with care and intention, you're free to focus on what truly matters—time with loved ones, meaningful experiences, and the confidence to move forward without hesitation. I’ll be there to help you protect what you’ve built and enjoy the journey ahead, one milestone at a time.
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.
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.
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.
At Northwestern Mutual, we take a holistic approach to building financial security—designed not just for today, but for generations to come. Our team specializes in creating tailored strategies that integrate every key component of your financial life:
Personalized financial planning that aligns with your goals
Tax-efficient strategies to help grow and preserve wealth
Retirement income solutions for lasting confidence
Estate planning to protect your legacy
Education funding strategies for your family’s future
Risk management and insurance protection that safeguard what matters most
Life insurance solutions built into your broader financial plan
Business planning and succession guidance for entrepreneurs and executives
With access to one of the strongest financial infrastructures and most experienced advisor teams in the industry, we don’t just plan—we help you build a future with clarity, purpose, and long-term impact.
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Gain clarity, build confidence, and make informed decisions. Explore expert insights on investing, retirement, financial planning, and more—designed to help you stay ahead, plan smarter, and take control of your financial future.
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4