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Debt Concerns Come Into Focus as Spending Bill Advances
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Helping you live your best life
Our team’s mission is to bring you peace of mind, security, and confidence empowering you to achieve financial wellness. Our initial priority is to build a trusting relationship, and work with you to understand your current situation, goals, and objectives. Together, we'll create a plan that will provide you financial security and confidence to live the life you want. The process of achieving financial independence necessitates an open mind, long-term thinking, and a reliable partnership with ongoing, transparent communication to ensure alignment between goals and actions.
We are passionate about what we do and seeing our clients’ vision become a reality is what bring us most joy, whether that’s providing memorable experiences for your family or planning for an amazing retirement! As a CFP® professional, Rocio acts as a fiduciary and provides advice based solely on your best interest, let’s collaborate and create a unique, comprehensive plan that closely aligns your objectives with financial strategies that are cost effective, tax-efficient, and structurally sound for the long term.
We are looking forward to hearing from you!
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
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.
Retirement planning
We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.
