Helping Create Your Financial Plan
For over 14 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
We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.
- Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
- AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
- Top 10 U.S. Independent Investment Broker-Dealers3
2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.
3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.
