Wealth Management Advisor
Northwestern Mutal of Salem
A distinctive, comprehensive planning process that puts YOUR needs first. This is likely your objective and it’s what I do for all my clients, including families like yours.
As you well know, planning for a dependent with special needs can be complicated. It’s recommended that you partner with a team of experts – including a social service professional, an attorney, and a financial professional. As a key member of this team, I’ll work with you to provide solutions that are unique to the complexities of your circumstances.
Working together, we start where you are. We’ll identify needs and goals, get realistic saving and investing strategies, protect what you have, and implement a step-by-step guide to put your plan into action. As life changes, we’ll work together and adjust your plan as needed.
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.