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Financial Planning for Life
Kyle Jacob Spink
Financial Representative
Clarify, Protect and Enhance your Financial Future
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
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.
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Steven Matthew Kuza
RICP®, CFP®, CLU®, ChFC®
Wealth Management Advisor and CEO
It is important to be relevant and execute on your financial plan. We strive to get to the point, and help you build on what is important to you.
Tek R. Wiegert
CFP®, WMCP®, RICP®, ChFC®, CLU®
Lead Partner and Private Wealth Advisor
If you are a seasoned fortune 500 executive, entrepreneur, or retiree who wants to secure your financial future and live a fulfilling life, you need LiveWell Capital. We are a wealth management firm that specializes in helping clients across generations and industries achieve their financial and personal goals.
Bryan W. Smith
CFP®, CLU®, ChFC®, RICP®
Founder & Wealth Management Advisor
I understand that financial planning means something unique to everyone. My team and I will work with you to build a strategic plan for the future, complementing the good work you’ve already done to achieve your goals. My team is passionate about partnering with clients who love to think big and who appreciate the importance of high-quality education. Let’s talk!
Bradley Matthew Shamow
CFP®, CLU®, RICP®
Financial Advisor
Being a family man, and a business owner, I’m able to help individuals achieve a more secure future for themselves, their families and businesses by providing a wide range of products and services to address their needs and goals. I work with clients in creating a financial plan that will serve their needs over time, and to develop enduring relations with clients by providing expert guidance.
Brian Cross
CFP®, RICP®
Wealth Management Advisor
My team and I will deliver a concierge-style of service to help you achieve your financial goals. We take the time to get to know each client on a personal level, and will help you implement a strategic plan for long term success.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