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The Millennial’s Guide to Retirement Planning
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For a quarter-century, Ellen Steele Allare has provided expert assistance to executives and business owners seeking to keep businesses and estates intact for future generations, achieve financial security, retain key employees and transfer the risks of living too long, premature death or becoming unexpectedly disabled.
Ellen initiates each client relationship with a discussion of client aspirations and goals. All relevant facts are discovered and analyzed. Important questions are asked and answered. Where do I stand currently relative to my retirement objectives? How do I protect my assets against lawsuits, estate and income taxes, and illness? Am I on the right track or am I missing something important in my attempt to achieve financial security.
Once the important questions have been asked and answered, appropriate steps are not only implemented but also reviewed on an ongoing basis. Circumstances change over time. Ellen reviews each client's circumstance and provides solutions on an ongoing basis. Achieving and maintaining financial security is a marathon, not a sprint.
Ellen Steele Allare represents the Northwestern Mutual. She works closely with clients and their other advisors in developing financial accumulation, security and transition solutions. Ellen has built a practice that enjoys an excellent reputation among clients and professional advisors.
Our mission is simple. We provide a variety of insurance and investment products and services that help minimize our clients' financial concerns and help maximize their financial security.
We understand that every client has unique needs. Our role is to help our clients make prudent, well-informed decisions about their financial security needs.
While each of our clients is unique, they all have one thing in common. They want guidance from an experienced professional. Our clients look to us to provide quality products that will withstand the test of time.
We initiate our relationship with you by reviewing your current needs and goals. This allows us to customize your insurance to your specific needs. Our interest in your success continues as we monitor the insurance products you acquire. If changes impact your insurance portfolio, you can expect us to be proactive. We also complete annual reviews to assure attention to detail.
We are committed to developing strong long-term relationships with our clients, businesses, advisors and to provide the best possible service and products for them. We will provide this service with the highest level of integrity.
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4