Let wisdom, integrity and experience help you build financial peace of mind.

 

HERE'S A FINANCIAL ARCHITECT'S ROLE 

In order to learn more about what working with a Financial Architect can mean to you and how you can integrate your financial plan with both offensive and defensive strategies, please watch the following short video.

 

WHAT TO EXPECT

My mission, simply put, is to build my clients' financial peace of mind by designing and constructing a customized blueprint allowing them to live their best lives now! Success is not a destination. If you're not enjoying the trip along the way, what makes you think you'll even like it when you get there? Watch this short video to see how the right plan can allow you to Live Now!

As a "Financial Architect", I make the commitment to listen and take the time to understand your unique desires, goals and objectives, not only initially, but going forward, as life events are always interfering.

By combining knowledge, integrity and real life know how, and tempered with wisdom, I work with entrepreneurial business people, professionals and those getting close to, and in, retirement to minimize risk in the achievement of their life dreams by asking the right questions and aligning actions with intentions to make work optional. By utilizing a time-tested discovery process, I identify what’s most important to you, your family, your business and the charities that you support in providing you with Financial Peace of Mind!

In the meantime, I invite you to contact me to obtain a COMPLEMENTARY "check up" to make sure you are building on a solid foundation.

Play the Longevity Game

A business meeting around a table.

Play the Longevity Game……to calculate your lifespan and, if you don’t like the results, learn how to fix it by going back and making a few changes to your original answers. You can see how, by adjusting a few small habits, you can add more quality years to your life.

After playing the game…….if you are surprised at how long you could potentially live, watch this short video to learn strategies so that you don’t outlive your money.

Do You Own a Business?

Then you know what it’s like to lay awake at night and wonder about launching new products and/or services, what your competition is going to be doing, are your employees happy and loyal, how to work more effectively with your bank and wondering why can’t you take more time off for family activities and numerous other concerns that lead to 12 hour days and sleepless nights.

Watch this short video for how a plan for your business can help.

Are You Close to or In Retirement?

Retirement planning is much like climbing a mountain. Once you get to the summit, you need to have plan to get back down, or in retirement parlance….not outliving your money. 

Northwestern Mutual has identified the 6 major financial hazards associated with your retirement years that need to be mitigated. Watch this short video on the risks that can jeopardize your retirement.

Just Starting Out?

It’s no mystery. To begin, all you need is a financial blueprint that we will craft, in collaboration with you, that details your unique vision of the future and how you can begin living it now.

Watch this short video for 5 ways to put your money to work for you and your family.

Are You Looking to Grow, Protect and/or Transfer Wealth?

As an Advisor with Northwestern Mutual Wealth Management Company, my clients look to me to provide the highest quality wealth management strategies and services to help them align their actions with their intentions, by coordinating tax and legal advisors. I am passionate about serving my national clientele, both individuals and businesses, to ensure their financial goals become a reality. I rely not only on my knowledge and experience, but also on the expertise of my nationwide team of specialists.

Financial success doesn't happen by chance, it is the product of sound decisions and working with knowledgeable and experienced advisors who have access to the most current technologies and a thorough understanding of financial planning techniques and potential tax strategies.

Our planning process educates and supports our clients in a team environment to help them define and achieve their most meaningful financial goals by integrating their values into a comprehensive wealth plan. Innovative strategies focused on wealth accumulation, effective risk management and wealth preservation help our clients accomplish their objectives that include family, business and philanthropic pursuits.

Being what I refer to as a "Financial Architect", I make the commitment to listen and take the time to understand your unique desires, goals and objectives, not only initially, but going forward in designing your financial blueprint. Everything is subject to change with the passage of time and by building in the flexibility which allows plans to evolve and adapt, we will continually reassess your plan to make sure it retains the highest standards.

Whether it be your health or your wealth, a second opinion can be invaluable. I would be pleased to provide a comprehensive assessment of your current situation to make sure your present plans identify and prioritize your goals and that they are the best strategy with clear action steps and timetables.

I invite you to contact me to obtain a COMPLEMENTARY "check up" to make sure you are building on a solid foundation.

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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