Thinking about your retirement?

So are we – and we have some unique ideas about how to maintain steady income throughout your non-working years – contact us to find out more!

How do retirees and those thinking ahead about their life in retirement succeed in maintaining post-retirement financial security and peace of mind once derived from receiving a steady paycheck while working? Without foresight and planning, retirees may feel insecurity accelerated by an abrupt transition from employment that provides a steady income stream, to retirement with insufficient stable income and overreliance on potentially volatile markets to generate the monthly retirement income shortfall.  Fortunately, solutions exist for optimizing a combination of sufficient stable income and investments.  Studies and analysis provided by Ernst & Young show that by integrating various strategies for generating retirement income, retirees potentially can produce better outcomes, defined by one or all of the following:

  • A greater amount of guaranteed stable income – comparable to continuing a “base salary”
  • A greater amount of remaining investments – may allow you to maintain a higher balance over time
  • Peace of mind and less stress and anxiety during times of economic turbulence

Use the “Let’s Connect” button to receive the Ernst & Young study and have someone reach out to set up a time to let us show you what we can do for you!

"Listening and Understanding Are Essential"

Executives with tenure or those transitioning to a new employer face unique challenges. We make coordinating employer sponsored group life, disability, and long-term care coverage with programs available in the private market easy.  We offer assistance in making investment choices within 401k and deferred compensation plans that compliment personally held investments. We can also help with the circumstances surrounding the acquisition of employer stock via exercising options and grants.

Experience Tom's approach to financial planning and benefit from his experience as an investment advisor.   While no investment strategy can guarantee a profit nor protect against a loss, Tom knows that well diversified investments can reduce volatility allowing the phenomenon of compounding to have a greater impact.

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

Reach your new level of financial confidence.

I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.

Growth and protection together can take you further. Growing wealth. Protecting what matters.

I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:

Protection strategies

Wealth accumulation

Managing tax advantages

Optimizing retirement

Leaving a legacy

Charitable planning

Boost your financial knowledge.