Helping Families Build Multigenerational Wealth
Empower diverse cultures to build, protect and bestow multigenerational wealth in a tax efficient manner!
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
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.
