Helping Create Your Financial Game Plan

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement.  

As a former NFL player and a member of Baylor football and track teams, I know the value of a coach and a solid game plan. I will coach you to identify your financial goals and develop a comprehensive financial plan to reach them. 

Together, we’ll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings.

Building Your Plan 

We follow a disciplined three-stage planning process to help clients, including business owners, physicians, attorneys and entrepreneurs, prepare for the future.

1.  Risk Management: protecting the things you value and could least afford to lose; It's your foundation for all planning.  As the foundation of the pyramid, the Risk Management stage is where lifetime financial security begins. Each person’s Financial Pyramid is only as strong as its foundation.  

2.  Wealth Accumulation: planning to achieve your financial goals including education for your children, the lifestyle you choose and your retirement dreams.     Expert guidance can help you build your overall portfolio. We believe in the value of asset allocation, the foundation of a diversified investment program.

3.  Wealth Preservation and Distribution: evaluating your situation, the income you need for your retirement lifestyle, and the optimal way to pass along a legacy to your heirs. To make the most of your assets, your plan may gradually reduce investment risk exposure to preserve assets while also generating enough retirement income to support your standard of living for as long as you live.

Guidance for Business Owners

With a focused expertise on the business owner, we can provide guidance for any of your business issues:

• Assess and Manage Risk
• Review and Select Employee Benefits
• Consider Other Benefits
• Plan Your Legacy
• Make a Financial Plan

No matter where your business is within its life cycle, Northwestern Mutual recognizes that the goals you have for your business and personal life are intertwined. Watch this video to learn how our integrated approach to financial planning can help manage the full scope of your needs and goals at every stage.

Focus on Retirement

We’re living longer than ever—and that means retirement will last longer as well. To help ensure you have the lifestyle you want in the future, it’s important to develop a sound retirement plan today to make the most of your savings for tomorrow.

We work with our clients in every phase of retirement planning.

You’ll spend decades saving for retirement, but the ability to live the life you envision when you’re actually in retirement takes more than setting aside a certain amount of money. What steps can you take to help ensure your money lasts long enough? Watch this video to learn the six most common risks that can impact your financial security in retirement.