Ben Thomas
Financial Advisor|CFP®, RICP®, CEPA®
Get a financial plan that prioritizes your priorities.
Imagine a future where financial worry fades, replaced by family security and freedom. Your children's education is assured, retirement dreams dance on the horizon, and life's storms are weathered with confidence. This isn't a pipe dream; it's the reality we can help build with Northwestern Mutual's strength and resources alongside a financial advisor like me.
Why Northwestern Mutual? We're not driven by quarterly profits, but by a shared commitment to your long-term well-being. Our comprehensive suite of financial solutions – from life insurance to retirement planning – equips you with the tools you need to build a secure legacy.
So, what does this partnership mean for your family?
- Peace of mind: Comprehensive insurance protects your loved ones, even when you're not there.
- Confident education plans: Your children's futures should be secured, regardless of unexpected costs.
- Retirement freedom: Live life on your terms, knowing we can help make your golden years financially secure.
- Financial resilience: Weather any storm with a well-built, adaptable financial plan.
- A trusted guide: We're by your side every step of the way, empowering you through informed decisions.
Building a family legacy is about more than numbers; it's about creating a life filled with security, freedom, and the confidence to chase your dreams. With Northwestern Mutual and a financial advisor, you can rest assured, knowing your family's future is in good hands.
Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
Financial planning
Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.
Clarity & Confidence Through Fee-Based Planning
As an independent, fee-for-advice CFP® professional, I offer an objective perspective unbiased by commissions or proprietary product sales. My role is to serve as your trusted advisor, providing customized financial guidance aligned with your best interests. With a fee-based model, you can have confidence that my recommendations are motivated solely by your unique goals and circumstances, not influenced by third-party incentives.
Financial peace of mind often comes from feeling in control and having a clear understanding of your situation. I aim to be your trusted partner on this journey, simplifying complex financial matters and empowering you to make well-informed decisions. My comprehensive planning approach evaluates all aspects of your financial life, identifying potential risks and opportunities. Together, we'll develop prudent strategies to protect what matters most while positioning you to pursue your life's ambitions with confidence.
Retirement planning
We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.
Estate planning
We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.
Business planning
No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.
