Foresight: Plan Now for Your Future

I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.

When people look back on their lives, they often find that they are more successful than they thought they'd be, and have saved less than they intended. They find themselves in financial situations that are more complex and less predictable than they anticipated.

 

Financial Planning for Your Business and Family

Most successful businesses are created with an idea and grown with hard work.  But it takes foresight and a comprehensive plan for these businesses to outlive their founders.  The businesses that are successful, those that flourish from one generation to the next, are the ones with owners who know how to recognize and solve problems ….. owners who know when to ask for help ….. owners who know how to hire “expertise.” 

My team of specialists and I can help by identifying your financial planning needs, and then addressing those needs with a wide range of investment and insurance solutions, delivered throughout the U.S.


Our Mission, Vision, and Core Values

Our mission:  We serve clients from our hearts and with conviction to help each client create a clear, solid plan for financial security.  The best interest of the client is the only interest to be considered.
 
Our vision:  Our practice is dedicated to help each client realize financial security.   As a result, clients personally request those they care about, admire, and respect to meet a member of our practice.
 
Core values that permeate our service to clients:  Faith, Integrity, Personal Responsibility, Generosity, Courage, and Service Excellence.

 

Close up of woman in deli with two workers in background

Steve Forbes and John Schlifske on “Econo-ME: Ensuring Your Financial Security in the New Normal”

Northwestern Mutual hosted a speaker series with Steve Forbes, chairman and editor in chief of Forbes Media and John Schlifske, Northwestern Mutual chairman and CEO. Forbes and Schlifske discussed their thoughts on the economy, the markets, and how individuals and business owners can ensure financial security in the new normal. The event was part of a three day, seven-city tour and saw over 4,000 attendees in total. The Washington, D.C. event, which took place at the Ronald Reagan Building & International Trade Center, had over 600 in attendance.

 

About Northwestern Mutual

In 1888, the Executive Committee of The Northwestern Mutual Life Insurance Company composed a mission statement to reflect the values and beliefs of the company. To this day, that mission statement continues to guide the company vision as a fully integrated financial services company.

"The ambition of The Northwestern has been less to be large than to be safe; its aim is to rank first in benefits to policyowners rather than first in size. Valuing quality above quantity, it has preferred to secure its business under certain salutary restrictions and limitations rather than to write a much larger business at the possible sacrifice of those valuable points which have made The Northwestern preeminently the policyowner’s company.”

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

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