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7 Events That Increase Your Need for Life Insurance
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Meliora Wealth Management and Insurance Services
Preston Sam
Wealth Management Advisor|CFP®, ChFC®, RICP®
Using industry-leading resources, we help clients create their desired financial outcomes so that they can enjoy a worry-free future.
Plan, Partner, Prosper
Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement.
We can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future. Achieving financial security takes more than creating a comprehensive plan; you also have to take action on your plan, and evaluate and adjust it over time.
Together, we’ll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings.
As the old adage goes, "You don't have to be great to start, but you have to start to be great."
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
Boost your financial knowledge.
Helping Create Your Financial Plan
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.