Physicians Nationwide
Stephanie Collier
Wealth Management Advisor|CFP®, CLU®, CLTC®
Unlock Your Financial Future with Customized Guidance
Navigating your financial future can be complex and overwhelming. We make it simple with our personalized financial planning services. We will work with you to understand your unique financial circumstances and goals, providing you with tailored recommendations to help you achieve your aspirations.
We bring years of experience, advanced industry certifications and institutional value through our relationship with Northwestern Mutual, ensuring you receive the highest level of expertise and advice. Our holistic approach covers a wide spectrum of financial planning areas.
We offer financial planning services for a fixed fee based on the complexity of your financial situation and the level of expertise required. This means you get personalized advice that’s tailor-made for you.
Let us partner with you to build a brighter financial future.
We offer a range of customizable financial planning services to meet your needs, including:
Net Worth and Cash Flow Management: Assess and optimize your current financial position by analyzing your assets, liabilities, and monthly cash flows. We will partner with you to create a detailed budget, recommend strategies for debt, and identify opportunities to improve your savings and investments.
Risk Management: Evaluate and address potential coverage gaps in your life, disability, and long-term care insurance. We will conduct a thorough review of your existing policies, recommend appropriate levels of coverage, and suggest additional protections to safeguard your future against unforeseen events.
Education Savings: Develop strategies to fund future educational expenses for your children or yourself. We will work with you to explore various savings plans, including 529 plans, Coverdell ESAs, and other options. Our aim is to help you determine the most tax-efficient methods to build an education fund that meets your goals.
Retirement Planning: Create effective strategies to ensure a secure retirement by analyzing your current retirement savings, projected needs, and potential income sources. We will help you optimize your retirement accounts, explore Social Security benefits, and develop a withdrawal strategy to minimize taxes and sustain your retirement lifestyle.
Investment Planning: Understand your risk tolerance and develop an appropriate asset allocation strategy tailored to your financial goals and timelines. We will evaluate your current investment portfolio, provide recommendations on diversification, and help you identify opportunities for growth while managing risk.
Business Financial Planning: Address financial planning needs specific to business owners, including cash flow management, benefits, and succession planning. We will help you analyze your business operations, develop strategies for growth, and create a plan for an eventual transition or exit.
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.
Estate planning
We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.
Education funding
With the cost of school continuing to rise, it's more important than ever to have a plan to pay for it. From strategies for saving and funding education to how whole life insurance can play a role, we can help you understand your options.
Business planning
No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.
