Areas of Expertise
Here are my areas of expertise, which I will use to provide you with
customized recommendations that will help you plan for your financial future.
- Trust Services
Trust services is a natural progression for people who have accumulated significant assets and now need help preserving and growing their wealth, as well as planning how to distribute it to loved ones and organizations. I will work to understand your complex financial goals and will recommend the appropriate wealth management, trust and estate planning solutions to help you achieve them.
- Business Planning
No business can be successful without a long-range plan. Business owners have special needs. I can help you anticipate those needs and help you develop a plan that will accomplish your specific financial objectives, including Business Succession, Business Continuation, Executive Benefits and Compensation, Employee Benefits, Risk Management and Personal Planning.
- Estate Planning
You work your whole life to build your estate. You should have control over what happens to it upon your death. Building a lasting legacy takes more than simply accumulating a large portfolio. You need a solution that remains flexible enough to allow you to maintain maximum control of your assets and enjoy them during your lifetime while you prepare for the efficient transfer of those assets after you die.
- Retirement Planning
Perhaps one of the greatest financial challenges you will face in your lifetime is preparing adequately for your retirement. I will help you create a plan that will assess your current financial situation, determine the retirement lifestyle for your future, review the many options available, and put solutions in place to help ensure you achieve the retirement of your dreams.
Before you agree to receive financial planning services,
please see complete information and disclosures in The Disclosure Brochure and review
the terms of the Northwestern Mutual Wealth Management Company Planning Engagement
Agreement. These may be obtained from your Wealth Management Advisor.
In addition to providing advisory services, as a member of the Northwestern Mutual Financial Network I can also offer access to the following products and services:
- Special Needs Planning
Planning for a dependent with special needs can be complicated. It is recommended that you work with a team of experts – including an attorney, a financial professional and a social service professional. As a key member to the special needs team, I provide solutions for families with special needs.
