Expertise

Fee-Based Financial Planning
As a fee-based advisors, we are compensated for the time and expertise put into designing and creating your personal financial plan. Under this fee structure, we have a responsibility to ensure your interests and goals are always put first.

Private Client Services
Over a lifetime of hard work you have built up a successful business, career, or professional practice. Along the way you’ve acquired valuable assets that may include publicly-traded stocks and bonds, mutual funds, collectibles, real estate, and perhaps a business interest or securities issued from an employer or former employer. Investment management can be a challenge. We have access to dedicated account administrators and investment teams to help identify your goals and investment objectives. Working together, you can be certain that the investment management strategy we recommend for you is custom-built for your unique situation, using a wide range of investment strategies

Retirement Income Planning
Becoming a retiree doesn’t mean retirement planning ends. Spending your retirement assets can actually be more complex than building them. The investment and savings strategies you used to accumulate wealth may need to be adjusted as you prepare for and enter retirement. Together we can develop a plan to help you achieve financial security in retirement—through our unique strategy designed to preserve and continue to manage your wealth, protect against the risks that can affect your retirement years, and provide you with predictable and steady income for life.

Business Continuation Planning
What will happen to your business when you retire, or if you become permanently disabled or die? What’s the value of your business, and how much is each owner’s share worth? Because we specialize in business continuation planning, we can help you answer these and other questions. Together we can develop a range of solutions to help protect your business, should something unforeseen happen down the road.

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.

Wealth Management
You’ve earned your success and continue to excel in your personal and professional lives. Maintaining wealth becomes an issue as time constraints in daily life make it difficult to identify and develop strategies that align with your financial goals. I will partner with you to help you sustain and grow long-term wealth consistent with your goals and aspirations, taking into account other financial needs and your comfort with market risks.

 


Copyright 2015 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.