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The Millennial’s Guide to Retirement Planning
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Balancing all areas of life can often be complicated. Often, we find that in the pursuit of a prosperous life, families may run into several financial issues. For those fortunate enough to attain true financial independence, the financial issues then shift to preserving and creating a legacy for the next generation. I strive to fully understand client's situation, build strong and personal relationships with their families, and help them manage their goals across generations.
Our team offers high quality investment and wealth management solutions backed by the strength of Northwestern Mutual to our clients. We specialize in helping our busy clients articulate their vision of success, assess their current progress, and ultimately help them navigate their financial lives moving forward.
Our team specializes in helping business professionals in Northwest Arkansas, business owners, and medical professionals. Our areas of expertise include retirement distribution planning, legacy planning, estate planning, investment portfolio management, life insurance planning, and disability insurance planning.
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