Helping Families Build Multigenerational Wealth

Empower diverse cultures to build, protect and bestow multigenerational wealth in a tax efficient manner!

Planning for Financial Security with Northwestern Mutual

I’ve always been very passionate about Proverbs 13:22. There is certainly a difference between building wealth versus building multigenerational wealth in a tax efficient manner. Did you know the SECURE ACT passed on January 2020 has an impact on inherited IRA’s or 401k’s from someone other than your spouse? What ever happened to leaving a lifetime stream of income behind? What about the potential tax burdens on beneficiaries?

With over a decade knowledge in the banking and retirement industry- I sit with other experts on my team to bring strategic ideas that can help you build multigenerational wealth in a tax efficient manner. It begins with a simple conversation and I am here to help. Your investment portfolio is not a financial plan! It’s just one piece of the puzzle. Together we would build a strong financial plan- a blueprint for generations to follow #multigenerationalWealth

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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

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