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Most individuals realize the importance of Estate, Business Succession and Financial Planning; however, they find the process confusing and complex. They fear losing control of their assets, worry about the impact of estate taxes and agonize over the effects their decisions will have on them, their lifestyle, and their family.
Our unique Wealth Optimization Process assists you to discover and quantify your missions, visions, values and goals. The Wealth Optimization system is a values-based planning approach that ensures that all financial decisions are based on your personal values. The primary objective is to help you discover what is important to you, so you can make wise decisions. Through this process, clarity is achieved. This affords you the ability to make confident decisions about your future.
Financial success does not happen by chance. It has much to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning. When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow. Taking control over your finances is the first step in planning for the future. Choosing the most qualified professional advisor who has the ability and resources to best address your needs is the next step.
I am a Wealth Management Advisor with the Estate Strategies Group and an Estate & Business Planning Advisor with Northwestern Mutual Financial Network. To better serve my clients, I have also earned 2 prestigious industry designations: CFP and AEP. The focus of my practice is working with high net worth individuals, business owners and executives in their efforts to develop a financial plan based on their unique missions, visions, values and goals. I work with my clients to develop strategies that enable them to achieve their estate, business and financial planning objectives, including the tax-efficient transfer of wealth to family members and charities. With over 30 years experience in the financial services industry, I have a high level of understanding of the advanced tools available for planning.
As your Wealth Management Advisor, I will listen, clarify, and help prioritize your goals and aspirations. This will ensure that we develop a financial strategy designed to help you achieve your vision for the future. Let me help you ensure your financial future is all you want it to be.
Steve Forbes and John Schlifske on
“Econo-ME: Ensuring Your Financial Security in the New Normal”
 Northwestern Mutual hosted a speaker series with Steve Forbes, chairman and editor in chief of Forbes Media and John Schlifske, Northwestern Mutual chairman and CEO. Forbes and Schlifske discussed their thoughts on the economy, the markets, and how individuals and business owners can ensure financial security in the new normal. The event was part of a three day, seven-city tour and saw over 4,000 attendees in total.
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FORTUNE® magazine asked experts to choose the “
