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.

• Financial Planning
  Long-term financial success doesn't happen by chance. Each area of your financial life can have an impact—positive or negative—on your other goals. Understanding these interrelationships is important as you deal with ongoing economic issues. Financial planning is a life-long process that assists you and your family in taking control of your financial future. By setting financial goals, developing strategies, and monitoring the progress on a regular basis, the likelihood of achieving your results is greatly increased.
• Investment and Advisory Services
  Effective wealth management requires extensive knowledge about the vast array of investment products and services available in today's market. I can help you implement an investment strategy suited to your needs and build an investment portfolio that complements your other financial commitments.
• 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:

• Disability Income Insurance
  Disability insurance protects one of your most valuable assets-your ability to earn an income. A disability could suspend or terminate your income for an extended period of time. It may force you to close your business. With my expertise in disability insurance, I am able to recommend disability insurance products from Northwestern Mutual.
• Disability Overhead Expense
  If you were disabled and your business had to continue without you for awhile, how would the ongoing operating expenses be paid? Together we will review your business needs and determine how Disability Overhead Expense coverage can protect your business.
• Variable Products
  If you are interested in variable products that allow you to direct your invested assets into a wide range of investment funds, as a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), I can offer you variable annuities and variable life insurance.