Ronette Santos - Financial Advisor, CFP®
Ronette Santos
Financial Advisor|CFP®
Cultivating Financial Prosperity
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.
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.
Estate planning
We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.
Education funding
With the cost of school continuing to rise, it's more important than ever to have a plan to pay for it. From strategies for saving and funding education to how whole life insurance can play a role, we can help you understand your options.
Financial planning: The key to reaching your money goals
Financial planning: The key to reaching your money goals
● Northwestern-Mutual Reno NV ●
● Ronette Santos - Certified Financial Planner - Reno NV ●
● Northwestern Mutual on YouTube ● :
Before you drive someplace new, you plug your destination into a GPS, right? Financial planning is a lot like that. You’re creating a roadmap for your money. Planning helps you make the most of what you’ve got, so you can balance the life you want now with the one you want later.
It can help you reach long term goals like saving for your dream retirement or short-term goals like a family vacation. Not sure what your goals should even be?
Financial planning can help with that too. A financial advisor can bring a broader perspective to your plan by helping you decide what you want out of life and creating a plan that uses a range of financial options to help you get there. Hit an unexpected detour? No sweat.
A financial advisor can help you protect against risks that can come up and recalibrate and get you moving toward your destination. The bottom line? Life has many twists and turns. A financial plan can give you the confidence to live the life you want to and leave room to enjoy the ride.
We’ll assess your unique risks and financial obligations to help optimize your personal needs Financial professional with over 21 years of experience working with client assets.