My Mission

As a Northwestern Mutual Financial Advisor, my mission is to help you achieve financial security for your family or business. Through clear communication and objective advice I will help you identify your financial goals, create a sound financial plan, and challenge you to follow through. 

– Dream/Plan/Execute

 

 

A message from Lou...

Life never stands still. It evolves, changes direction, and sets up new possibilities. That means your approach to financial security cannot be static either; because as your life changes, so do your needs and goals. Perhaps you’ve saved some money, bought some life insurance or invested in the market.  But have you taken the time to examine your current financial situation to ensure that you are on track to meet your long-term financial goals?

None of us can predict the future.  The best we can do is prepare for it – with a plan that anticipates the risks we are likely to face, prepares us for the challenges we need to overcome, and identifies the opportunities we need to seize. Your path to financial security starts with a comprehensive plan that outlines a clear path to achieving success.

Whether you are concerned about your own financial situation or that of your family or your business it is my priority to help you achieve the best life possible.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.