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7 Events That Increase Your Need for Life Insurance
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Helping you live your best life.
I believe the starting point of any financial conversation should be with 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.
Get a financial plan that prioritizes your priorities.
I'll guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. 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.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Boost your financial knowledge.
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, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4
Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Kevin Lochner
RICP®, ChFC®, CLU®
Financial Advisor
Kevin was born and raised in Henderson NV. He is the youngest of 4 siblings. Was married to Bailey in 2014 and has 7 children of his own. Kevin has relied on committing to excellence when it comes to working with clients. Being transparent, truthful and incorruptible. Honesty is and will always be the best policy.
Ryan Dunkle
ChFC®
Financial Advisor
Whether it's financial planning for your personal life or business planning for your multi-million-dollar company, my team in Irvine, CA is here to help. Let us be an educational resource to help you better understand what financial planning can do for you. We serve families and businesses in all 50 states. I welcome the opportunity to speak with you today.
Jordan Kirby
B.A.
Financial Advisor
I am keenly aware of the challenges people face regarding personal finance. My aim is to assist individuals and families on their pathway to financial independence - providing them an approachable plan to guide their steps toward achieving their goals. My team and I specialize in risk management, retirement planning, generational planning, distribution strategies and tax-efficient strategies.