Park Street Advisors, Minneapolis, MN Videos
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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
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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
Business Succession
Whether you just started your business or have been a proud business owner for a while, it’s never too soon to start thinking about who will take over when you’re ready to retire. Let’s talk about your options.
Estate Planning
You’ve worked hard to create a legacy for the people you love, I can help make sure your wealth and family are protected for generations to come.
Charitable Giving
By developing a solid charitable giving strategy, you can maximize the impact your philanthropic efforts have on the causes that matter most to you. Let me show you how.
Talk About Your Legacy
Now that you’ve built a legacy for the people you love, it’s time to put a legacy plan in place. Be sure to make the plan with your heirs, rather than for them. Reach out and I’ll help you prepare for the conversation.
Successful Legacy Planning
So many people I talk to about legacy planning think of it as estate planning. But your legacy is much more that your assets. It’s multifaceted. And successful legacy planning takes experience and holistic thinking. Reach out and let’s make a plan for your legacy to live on.