Helping Create Your Financial Plan
For over 13 years, I have been helping physicians across the country with building and maintaining their financial plans. I understand, that as a physician, your financial life may be quite complex. I am here to partner with you in sorting through the complexities and help you create a financial plan that is built to last. I enjoy working with physicians in all stages of their career. You may be nearing retirement and are looking for help with retirement income distribution or you may be a young physician looking to minimizing your debt and maximizing your savings. Either way, I have the knowledge and experience to help you craft a plan to provide the clarity and confidence you are looking for.
As a CERTIFIED FINANCIAL PLANNERTM professional, I also specialize in working with clients who are nearing retirement. When to retire is a big decision, but that’s only part of the story. I focus on helping retirees implement retirement income distribution plans that allow them to enjoy retirement with minimal financial worries. I work with retirees to address unpredictable topics like additional health care expenses, long term care planning, and estate planning.
Lastly, I enjoy working with young professionals to lay the foundation for a lifetime of financial security. Managing student loan debt, saving for a home, protecting their family from the unexpected, and building cash reserves are some of the many topics I help them address.
The Northwestern Mutual Difference
Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.
