Our Planning approach

Through our comprehensive and strategic planning process, we empower you to  DISCOVER YOUR FINANCIAL CAPABILIES. We begin by investing the necessary time to deeply understand your family's values and long-term aspirations. With clarity, we then craft a financial plan tailored to your specific objectives and needs.

Our clients are individuals from various backgrounds, including:

  • Those approaching retirement or already enjoying their retirement years
  • Corporate executives managing complex compensation structures eg. RSUs, PSUs, phantom stock
  • Big Law attorneys looking to delegate their financial planning needs
  • Young affluent families & professionals navigating a growing family and career advancements 
  • Immigrants and first-generation professionals seeking to grow and establish wealth in a new financial system

Our services encompass a wide range of financial solutions, including:

  • Wealth management to optimize and grow your assets
  • Retirement planning and Distribution planning to ensure a secure and sustainable income stream 
  • Legacy planning to protect and transfer wealth across generations 
  • Business planning to support entrepreneurial endeavors and safeguard business interest
Amini Hernandez Financial Group

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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