Northwestern Mutual

We are a national financial planning practice based out of Chicago, IL.

Our practice has a niche with construction related business owners.  We are more than simply, money managers, who simply give you advice about a particular investment account. 

We look at the big picture.  We understand our clients' demand of long costly periods waiting to be reimbursed for aged receivables, increasing expenses, staffing, payroll, while constantly reinvesting back into your business, etc. 

We assume that you have some form of financial planning already in place.  However, when was the last time this was double checked, especially at this point in your life and business? 

Things we look at - from a different point of view:

• Smoothing out cash flow: Reviewing your existing line of credit, especially as it might take longer time to get paid back by vendors
• Exploring tax deductible profit sharing options (above and beyond 401K plans)
• Having an active and strategic financial plan, not just an investment account.
• Positioning your business to have a liquid investment account to act as working capital for future business or real estate acquisitions under your firm.
• Coordinating that your team, ie: accountant, attorney, banker, etc are all communicating in a synchronized manner to help operate in your best interest at all times.
• Traditional retirement planning, estate planning, life & disability insurance planning.