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Debt Concerns Come Into Focus as Spending Bill Advances
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Helping you live your best life.
I am a Certified Financial Planner TM. I run my own firm partnered with Northwestern Mutual. Our team performs holistic financial planning with an expertise in tax-efficiency.
Our clients are typically running very hard, whether they are still building their careers or about to retire. They don't like giving money to Uncle Sam, want to be strategic with their dollars and take the necessary next step to optimize their financial outcome. We work with them to design written financial plans.
We stay educated on all current tax laws that are often overlooked or misinterpreted. We're in a fortunate position to choose who we work with and hand-pick our clients to make sure we are working with whom we can add the most value.
Finally, we are here to take away the financial anxiety that comes with high-income or high-responsibility. We want our clients to be productive at work, present at home, and supremely confident in their financial future when they lay their head down at night
Financial planning
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.