Kerry Allen Schaible, ChFC®, RICP®, CLU®, CLTC®

Financial Advisor

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.

Succession Planning
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.

The economic recovery and what it means for you. Hear the insights from our leadership.

Watch the video. The leaders of Northwestern Mutual share their insights on the economy, monetary policy, the markets, managing financial risks, and what it all means for your finances. 

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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