Kyle E Fitzgerald, a Retirement Income Certified Professional®, and his team have built a national practice across several industries helping CRNAs, physicians, highly compensated sales people, and people getting ready to retire implement healthy habits and rituals with money regardless what life may throw their way. 

Focus on Medical Professionals and Highly Compensated Sales People

Specialization in helping medical professionals, retirees and highly compensated sales people across the United States think through ideas and strategies unique to them: 

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  • Managing medical school debt
  • Protect their greatest asset - value of unearned paychecks
  • High income tax strategies
  • Overcoming shorter time horizon to save for retirement after finishing training
  • Efficiently running a private practice/business
  • Recruit, Retain and Reward key employees 
  • Stock Option planning and diversification 
  • Strategic distribution planning for assets throughout retirement
  • Generational wealth transfer strategies 

Helping Create Your Financial Plan

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement.  I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future.

But achieving financial security takes more than creating a comprehensive plan; you also have to take action on your plan, and evaluate and adjust it over time.  Together, we’ll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings.

Planning For Financial Security with Northwestern Mutual

 

Watch this video to explain how our team can help you and your family achieve your financial and generation goals with our comprehensive approach to personalized financial planning.

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.