Specialties
I am a financial professional with Northwestern Mutual. I work with my clients to build a solid financial plan that includes solutions to help minimize the financial impact of the unexpected. It can also mean building a strong financial foundation for future growth to achieve goals and mitigate taxes: - Purchasing a home - Growing family/net worth - Funding a college education (opening a 529) - Starting a business/business planning (setting up SEP, SIMPLE, Solo 401k, Group 401k) - Planning for an active retirement (Roth/Roth IRA, Traditional IRA, annuities, etc) - Investments & tax mitigation strategies - Legacy planning & risk management (term & whole life/disability insurance, long term care, Group life insurance plans for businesses)