Empowering you and your family to succeed in a complex financial environment
Our focus lies in working with physicians, executives, professionals and business owners on asset management, financial planning, insurance and estate planning and corporate benefits. As a parent and business owner, I understand the financial challenges you face. We know firsthand how to advise you in the various stages of life. And, in partnering with Louis Lazaron, a fee-based Wealth Management Advisor with Northwestern Mutual, we can offer our clients a values-based planning approach to financial security.
I am on your side
My visionary team is committed to providing ongoing service and advice in real time. Walter and I will help you develop strategies to reach your dreams and goals through your customized comprehensive plan. Our collective 43 years of experience will help you create a seamless plan.
Planning for Financial Security with Northwestern Mutual
Watch this short video to learn how Northwestern Mutual's comprehensive approach to personalized financial planning can help you achieve the future you envision.
My promise to you
Together we will build a strong enduring relationship that will help you make smart decisions with your money. We are walking in your shoes. Both my children are pursuing business degrees. As a parent, I understand the importance of seeking out the appropriate financial aid package to fund a college education. Shortly after my children started college, my parents retired from running a successful business after 35 years. As a daughter, I knew the importance of owning long term care. When my father was diagnosed with Alzheimer's, both parents and our entire family had peace of mind because of their long-term care policies.
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.
I work with 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.
Today’s Retirement Planning: Getting To and Through Retirement
Watch this short video to learn why strategies you use to get you to retirement are not the same strategies you’ll need to make sure your money lasts through retirement.
