Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your goals and dreams and develop a plan that addresses these needs and gets you started on the path to financial security.
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Our Planning Process
Whether you’re just starting out, well on your way to living your dream or eagerly approaching retirement, make sure you’re financially prepared to achieve a lifetime of goals. We can help you reach them with a personalized financial plan.
We will apply time-tested strategies, providing education and expert advice to help you make decisions based on your priorities. And as your circumstances and priorities change over time, we’ll work with you to revise your plan so you can meet each of life’s challenges head on and celebrate your accomplishments along the way.
Financial Planning
Our version of financial planning isn’t just a plan for your money, it’s a plan for your life. That’s because my team and I start with you—your life, your family, and your priorities. Then we tailor your unique plan from a range of financial options using multiple strategies designed specifically to help you reach your goals.
Retirement Planning
Now more than ever, planning for your retirement is critical. Gone are the days when pensions and Social Security provided all of the income you needed for retirement. The new reality is that you are responsible for managing your own retirement, and that starts with making sure you’re strategic in your planning.
We can help. At Northwestern Mutual, our approach to retirement planning is designed to help you get to – and through – retirement with a greater level of financial confidence, so you can relax knowing you have a road map to achieve your goals.
Education Funding
If one of your financial goals is to pay for a child’s education, the earlier you establish a college savings plan, the better. Not only will you save more, you’ll have more time to ride the ups and downs of the financial markets if you choose to invest your savings.
Estate Planning
Most people associate the phrase “estate planning” with having a will – a legal document that names your beneficiaries and spells out who gets what when you die. And while the transfer of your assets is an important part of estate planning, a will or a trust is just one aspect of a broader estate planning strategy to ensure your wishes are known, honored and carried out as efficiently as possible when you’re no longer able to articulate them.
We work with a team of estate planning experts at Northwestern Mutual. Together, we can help you develop an estate planning strategy.
931-638-1576
633 Chestnut St 1100 Republic Centre
Chattanooga, TN 37450-1100