Jared Virtue - Financial Advisor
Northwestern Mutal of Salem
With every important decision, we ask ourselves this question: “Is this in the best long-term interest of our clients?” It’s the primary reason we created a distinctive, comprehensive planning process that puts your needs first.
Planning for a dependent with special needs can be complicated. It’s recommended that you work with a team of experts – including an attorney, a financial professional and a social service professional. As a key member to the special needs team, I provide solutions for families like yours.
Life evolves, changes direction, and leads to new possibilities. There’s never going to be a perfect time to sit down and think long-term. Working together, we start where you are. Then we’ll protect what you have, identify your needs and goals, get realistic saving and investing strategies and implement a step-by-step guide to put your plan into action. As your life changes, your plan will also.
Along the way, you’ll have the knowledge and insight to make financial decisions that are right for you and your loved ones, so you can meet life’s milestones with confidence.