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The Millennial’s Guide to Retirement Planning
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A Financial Plan For The Life You Love
Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, Jaime can help you identify your goals and communicate the gaps in your financial plan.
Additionally, Jaime conveys the solutions and develops a plan that addresses these needs and gets you started on the path to financial security. Through educating you and putting your goals first, he can be better able to position you for success and create a meaningful financial planning strategy, which will incorporate the most appropriate solutions and strategies for your specific needs.
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
Boost Your Financial Knowledge.
As a financial advisor, Jaime’s responsibility to his clients goes beyond working with their investments. His responsibility as a financial advisor involves in-depth understanding, building trust and making sure you feel confident in the strategies he recommends. Jaime believes that one of the most effective ways to achieve this financial literacy among prospects and clients is through transparent and consistent communication about their portfolios and what needs to be altered based on their life and financial goals. Similarly, even after the decision-making process for Jaime’s prospects and clients, he continues to engage them in their new habits, and motivates them to stick with the choices and the decisions made. Which in turn, enables his clients to have a greater level of insight for their future decisions as well.
Reach your new level of financial confidence.
I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.
I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:
Protection strategies
Wealth accumulation
Managing tax advantages
Optimizing retirement
Leaving a legacy
Charitable planning
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.
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.