Sharon Fletcher, MBA

Financial Advisor

16701 Melford Blvd
Ste 321
Bowie, MD 20715-4416
  • Mobile 703-362-8853

Contact Me
Get a Map

Helping Families Build Multigenerational Wealth

Empower diverse cultures to build, protect and bestow multigenerational wealth in a tax efficient manner! 

Meet Sharon
Our Planning Process

 

I’ve always been very passionate about Proverbs 13:22. There is certainly a difference between building wealth versus building multigenerational wealth in a tax efficient manner. Did you know the SECURE ACT passed on January 2020 has an impact on inherited IRA’s or 401k’s from someone other than your spouse? What ever happened to leaving a lifetime stream of income behind? What about the potential tax burdens on beneficiaries? With over a decade knowledge in the banking and retirement industry- I sit with other experts on my team to bring strategic ideas that can help you build multigenerational wealth in a tax efficient manner. It begins with a simple conversation and I am here to help. Your investment portfolio is not a financial plan! It’s just one piece of the puzzle. Together we would build a strong financial plan- a blueprint for generations to follow #multigenerationalWealth

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
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

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.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

Advanced Planning
Library

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.