Plan Wisely. Live Confidently.

As a Financial Advisor, Sara Adams knows that financial planning must be catered to each individual's specific needs and goals. Not only does she help her clients by managing and building upon their current situation and needs, but she also allows them to see their visions fulfilled by effectively planning for their future. As an Advisor, Sara is passionate about seeing her clients achieve financial prosperity by providing them with top-quality financial services.

Sara specializes in providing strategic, comprehensive advice to help successful business owners, women, and military.

A Financial Plan Should Grow With You
Life never stands still. It evolves, changes direction, and sets up new possibilities. That means your approach to financial security cannot be static either; because as your life changes, so do your needs and goals.

Sara can help you identify your financial goals today, and create a personalized plan to help you prepare for the future – even if life takes an unexpected turn. Keeping pace with life's changes is important.

Let Sara Adams help you achieve a secure financial future for the people you care about most.

 

Close up of woman in deli with two workers in background

Think of financial planning like a roadmap — a guide that helps you meet financial goals and celebrate life’s milestones (like getting married or sending your kids to college) all with a sense of security. Whether you’re buying your first home or planning for retirement, here’s what a financial plan can do for you.

 

Financial Planning for Business Owners

As someone who runs a business, your expertise is your strength. It's the engine that drives your growth and sets your firm apart. With something as crucial as the success of your business, doesn't it make sense to work with a company that also values expertise and strength?

If you own or operate a business, Sara Adams recommends the following articles:

  • Business Succession: 6 Steps to Achieve Your Vision

Click here for additional resources.

With a focused expertise on the business owner, Sara Adams can provide guidance for any stage of your business:

  • Starting Your Business
  • Growing Your Business
  • As Your Business Matures
  • Transferring Your Business

NM Focus on Women

  • Inspiring Leaders Women's Tour

Resources for Young Professionals

Feel empowered as a millennial by achieving your financial goals. For people who are just starting to get their financial lives in order, financial planning can seem daunting. Our Five Ways approach focuses on the basic actions an individual should consider taking to achieving financial security. Watch this short video to learn more.

  • Save
  • Spend
  • Grow
  • Protect
  • Give

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.