Please feel free to stop by and introduce yourself. I would love to be a resource to you and help find solutions to even your smallest questions or concerns.
Northwestern Mutual has helped generations of individuals plan for their futures and their businesses -- why not you? I am experienced in helping business owners integrate all aspects of financial planning for their business and the individuals who make it successful. Plan for the unexpected, prepare for the inevitable, and shape the future you envision with a financial plan focused on achieving your most important goals and dreams at every stage of your life.
Your personalized plan will feature solutions that are distinctive to your business needs and reward employees for their unique contributions that make your business a success.
Business Risk Management
You have worked to start and build your business. Protecting yourself and your company from liability, as well as the loss of owners and key employees, are necessary precautions to consider for any growing startup.
Employee Benefit Programs
Although many start-ups may not be financially ready for taking these next steps, it is important to understand at what point you are required to provide various benefits, how they can protect and benefit your business, how they will impact your finances, and the right time to implement them. Preparing for this stage of development in advance can help you with a smooth transition.
Working in a startup takes a tremendous amount of time and energy. While many startup employees often work for below average salaries in exchange for a piece of the action, protecting yourself and your family and ensuring your personal financial goals are met should remain a priority.