When it comes to planning for your ideal future, we do so through the lens of our firm’s Three Uniques – simply put, these are the ways in which we differentiate ourselves from other firms and these represent our unique abilities as a firm.
- Network of Specialists:
We utilize specialists within our larger Northwestern Mutual office to assist our clients in areas from Estate Planning to planning for a family with a Special Needs child. Additionally, as a way of reinforcing our core value of Grow or Die, we have focused on building specialists within our team such as a Retirement Plan Specialist and a Long-Term Care Specialist. - Multi-Generational Planning:
We act as the bridge between the parents and their children to preserve generational wealth. Our aim is to ensure that there is alignment on their goals. We have added members to our team that can service our current families well beyond our current partners. - Holistic Planning between business and personal market:
We help to paint a complete picture for business owners and individuals alike when it comes to their personal finances with an integrated approach to planning that looks at their whole life, their goals, and what is most important to them.
