Areas of Expertise
Here are my areas of expertise, which I will use to provide you with
customized recommendations that will help you plan for your financial future.
- Charitable Giving
A charitable giving program benefits both donors and charities. Donors gain tax advantages and the satisfaction of knowing that their act of generosity will have a significant impact. Let me work with you to quantify what portion of your assets is available for charitable causes after taking into account your needs and your family's needs.
- Business Succession
What will happen to your business when you retire, or if you become permanently disabled or die? What's the value of your business, and how much is each owner's share worth? As a business owner, you know how many years you have invested in your business. Wanting it to continue is natural. Because I specialize in business succession planning, I can help you answer these and other questions. Together we can develop a plan to help ensure a smooth transfer of your business.
Before you agree to receive financial planning services,
please see complete information and disclosures in The Disclosure Brochure and review
the terms of the Northwestern Mutual Wealth Management Company Planning Engagement
Agreement. These may be obtained from your Wealth Management Advisor.
