A Different Kind of Gameplan

No different than watching the opposing team and figuring out their strengths and weaknesses before facing off, so does our team when it comes to building your financial plan. We take the time to get to know you on a personal level. We want to know your specific goals; personally, professionally and financially. Just like creating a scouting report for your team, we want to find your strengths we can capitalize on and those weaker areas that have untouched opportunity!

Once we have figured out that we are the right fit to work together, we go to work mathematically creating the best possible plan for you today with your future goals in mind. We then start to execute and practice these new steps for your financial future at a pace that is comfortable for you. Like any game plan, it starts to become more and more fluent, which means we are taking steps towards your financial freedom.

Lastly, just like at the end of any season, we must sit back and self-evaluate to see if any changes need to be made because as life changes, so does the plan. This is why we touch base at the minimum once a year to review our plan and see if any changes need to be made, and with the world of zoom meetings now this couldn't be easier no matter if you are home, on a recruiting trip or just got your dream coaching job 4 states away. This is the start to a lifelong relationship, and building the team and plan that is unstoppable!

College Coaches Stock Image

Client Testimonial

I started working with Northwestern Mutual while in grad school and had no idea how to invest my money for my future self. Now as a graduated full-time employee, I feel confident in my decisions of where to invest and save my money. Preston and his team have helped me through some of the biggest changes in my life while making me feel comfortable with where I am financially. Preston does a great job listening to what my wants and needs are for my future and figuring out what services could not only benefit me now but also in my future. He explains everything in detail, so I know exactly what I am signed up for. I have never felt pressure to sign up for a service that I truly don't think will benefit me. I am blessed to have Preston and his team here to help me make decisions that are going to benefit me and my family now and down the road.

Holly Vancura-Iery, Client | Assistant Volleyball Coach | Northern State University

Client Testimonial

From the moment Karen and I met Preston we truly felt like we knew him for years. His genuine interest in our lives really made us feel comfortable working with him. On top of that, he is no stranger to my profession and the challenges associated with it. He is a great listener and has our family’s best interest at the forefront. He has also been patient and flexible with us as we navigate through life and has assisted in making quality decisions that will benefit our family in the future. We are so blessed to have Preston in our lives, and we look forward to many years together.

Gavin Peterson, Client | Associate Head Coach - Women's Basketball | University of Utah
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

Here are my areas of expertise

Financial Planning

Investment Planning & Strategies

Insurance Protection Strategies

Retirement Planning & Income Strategies

Life Insurance Strategies

Disability Planning

Multigenerational Planning

Estate Planning