Rosalynd Shaw, Financial Advisor Northwestern Mutual

Take control of your finances and enjoy peace of mind with the 60/20/20 rule. Looking for more personalized guidance? Let’s talk!

Are you looking for the right financial advisor to fill in the blanks? I'll partner with you on solving the puzzle of life by having better conversations with you which brings you to a better way to money.
Reach out to me now.

Secure your family's future with the wisdom that empowers generations. Let’s chat and help you be the first to help create lasting wealth.
*Planning and Progress Study, 2024.

By surveying our clients, we found that those individuals who worked with someone like me on a comprehensive plan including life insurance, investments, and annuities were part of the 80% of our client base that enjoyed life more comfortably. Reach out to me now and get that 80% feeling yourself today.
Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023

Get more pep in your step with our holistic approach to financial planning. It’s been shown to help our clients feel better about their money, and their lives. Reach out for help getting your money moving forward.

Reduced marital stress. Healthy money conversations with their kids. Feeling more confident about giving to their community. These are just some of the life quality improvements you’ll experience in your life when you get a comprehensive Northwestern Mutual financial plan. How do I know that? Well, noted research expert Hal Hershfield conducted an independent analysis that showed having a financial plan can help you feel better about your money and life in general. Reach out to get started.
Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023

1 in 4 Americans expect to receive an inheritance. Ready to talk legacies? Let’s chat to learn more about what you can do today to leave one in the future.
*Planning and Progress Study, 2024.

87% of Americans have financial blind spots. But there’s a better way to money, and the right plan can get you there. It all starts with a self-assessment quiz developed to evaluate your current financial plan. Take it now and reach out to me when you’re ready to have a better conversation. http://spr.ly/6185cqjbS
Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023

You’d be surprised by what it can do. Protecting loved ones and cash value growth is just a start. Discover more by taking our quiz. Let me know how you do. We can talk about what you did and didn’t know about whole life, and how it can work for your plan. http://spr.ly/6183cqjXW

When you're looking for a better way to money, you won't need to rely on what a survey says. I'll ask you better questions to get better answers to design a plan personalized to you. Connect with me to hear more.

Currently, the qualified business income tax deduction allows you to deduct up to 20% of business income earned from sole proprietorships, partnerships, S Corps and LLCs. But that’s about to change, learn more here: http://spr.ly/6180cqbbn

The first step to being financially prepared for the future is seeing the bigger picture. With Northwestern Mutual, it's my priority to help my clients do just that—my holistic approach starts with asking better questions and getting you better answers, bringing you a better way to money. Reach out to me to see your bigger picture.
Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023

For some, the coming historic tax changes are a source of worry. But I see it differently. With preparation and the right plan, big changes can be a big opportunity. But it’s important to get started soon. So reach out and let’s get you prepared.

Whole life insurance can give you a lot. Take our quiz to see how much more. Let me know how you do. We can talk about what you knew, what you didn’t, and how your plan can have more financial flexibility throughout your life. http://spr.ly/6181cqZ2H

Independent analysis shows that clients with a comprehensive financial plan understood their bigger financial picture, had confidence in the progress of their goals, and felt emotionally better in other areas of life compared to people without one. If that's what you're looking for, reach out and let's talk about a better way to money.
Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023

When it comes to your finances, is it hard to feel seen? We hear you. That’s why we ask questions that matter and partner with you on every step of your unique financial plan. See how the Northwestern Mutual approach can offer huge benefits for you.

A financial influencer doesn’t know your situation. We’ll be your go-to financial partner who gets you. We ask deeper questions to uncover your opportunities and blind spots, then create a plan to protect your loved ones and build long-term value. Let’s talk today.

Life happens, let’s make sure you’re prepared for it.
*Planning and Progress Study, 2024

I’m here to help put you on the path towards a more secure financial future. Let’s chat!
*Planning and Progress Study, 2024

It’s true! Based on research with a comprehensive approach to financial planning, you're more likely to experience less marital stress, feel more confident about giving to your community, and have more healthy conversations about money with your kids. And it all starts with having a better conversation with someone like me. Let’s connect and figure out your better way to money.
Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023