Financial Independence and Freedom
Are you doing the things that matter most to achieve and maintain a lifetime of financial independence and freedom? Will you be able to take advantage of life’s opportunities at every stage? I can provide you with a step-by-step plan to make this a reality and avoid looking back with financial regret. You’ll receive observations and an increased awareness of appropriate strategies to consider.
Your detailed financial plan will help you prioritize and avoid procrastination on the key decisions that will have the greatest impact on you, your family and your legacy.
By collaborating on your values based plan and updating it along the way, you can get on track and/or stay on track for your financial and life goals.
If you are in your working years, nearing retirement or in retirement, you’ve come to the right place.
Let's connect! If exploring planning steps for financial independence and freedom is on your mind, we can do a short email exchange. You can then decide on a longer conversation for you, your family or your business.
Click the “Contact Me” link to the right or call me direct at (815) 226-3838. I look forward to working with you to achieve your financial dreams.
Guidance for Business Owners
For Your Business's Key Employees
Part of attracting and retaining the best executive talent involves offering a comprehensive benefits package. Executive Benefit solutions are designed to Recruit, Retain, Reward, and Motivate key employees using innovative funding solutions.
Kerry and his team of business specialists helps companies establish Business Continuation and Succession strategies, while also addressing the design, financing, and implementation of executive retirement plans and related benefits. Kerry consults with many types of businesses, from publicly traded companies to small, medium, and large privately held firms.
With a focused expertise on the business owner, Kerry provides guidance for any stage of your business:
Resources for Attorneys
Kerry provides resources to further assist his attorney clients and strategic partners:
Advanced Planning Library This Web site contains materials covering topics such as estate, business, charitable, retirement and insurance planning produced by both attorneys in the Advanced Planning Division of Northwestern Mutual and outside professionals.