The Team Behind You

Portage MI Office

Sharon Yoder and her team have built a national Financial Planning Practice across several industries. Sharon and her team helps physicians, medical professionals, business owners & executives, and their families execute on their goals and dreams and provide a plan for safety, growth, and peace of mind in retirement.

Sharon Yoder leads a team of highly skilled professionals to deliver financial independence and peace of mind to clients. Sharon also serves as the Managing Director of Northwestern Mutual for Southwest Michigan.

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Tell Us Your Goal, We'll Show You a Plan

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. I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future.

But 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.

Focus on Physicians, Business Owners, and Executives

Specialization in helping physicians, business owners, and executives think through ideas and strategies unique to them:

Managing school debt
High income tax mitigation strategies
Overcoming shorter time horizon to save for retirement after finishing training
Investment planning & advisory services
Other services include: Estate planning, optimization of insurance offerings, education planning for dependents, and multi-generational wealth management


Our Mission

Our mission is to bring customized wealth management and financial planning. We help our clients:

  • Execute on goals and dreams
  • Create customized retirement solutions that serve as the roadmap to retirement
  • Transfer knowledge so clients can make informed decisions

We don’t have the luxury of picking the problems our clients want or need to solve, we simply ask the right questions and offer the appropriate solutions. When we do what we do well, we change lives.

Financial Markets flex with current world events- stay up to date.

Access a timely summary of market happenings and economic indicators, plus get a glimpse of what's to come in our Weekly Market Commentary. Find a timely summary and insightful commentary on economic and financial market trends in our Quarterly Market Commentary. Topics include:

  • Stock market performance
  • Developments in Washington
  • News from abroad
  • Employment
  • Housing
  • Gross domestic product
  • Consumer spending

How to Help Recession - Proof Your Retirement Savings

How can you shield your retirement portfolio from economic downturn?

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

Boost your financial knowledge.