Sara Samuels, J.D., CLU®, RICP®

Wealth Management Advisor

What does financial inspiration mean to you? 

My goal as a "financial inspirer" is to empower our clients by aligning intentions with meaningful actions through proactive and tax-intelligent planning. Our mission is to financially empower our clients, so they reduce economic vulnerability and build enough wealth to live their very best lives, now and in the future.

I am a former practicing attorney and Wealth Management Advisor with NM-Chicago since July 2008, working with clients all over the country. We specialize in working with “emerging affluent” clientele, especially those in the Creative Arts, Tech and Finance and closely held business and business owners, by helping them feel inspired and confident.

 


Fee Based Planning

As a fee-based financial planner, I am compensated for the time and expertise put into designing and creating your personal financial plan. Under this fee structure, I have a responsibility to ensure your interests and goals are always put first. Of course, my role with clients goes beyond just providing expert guidance. I'll also help you implement your plan through a combination of innovative investment and insurance solutions.


The Business Corner

With a focused expertise on the business owner, I can provide guidance for any of your business issues:

No matter where your business is within its life cycle, Northwestern Mutual recognizes that the goals you have for your business and personal life are intertwined. Watch this video to learn how our integrated approach to financial planning can help manage the full scope of your needs and goals at every stage.

How a Bigger Home Affects Your Budget

Upsizing your home means you’ll have more room to entertain, store your stuff and grow your family — but you’ll also have higher expenses. Read More

Questions to Ask a Wealth Manager

If you’re in the market for wealth management services, here are five tips to help you prepare so you can find the right fit. Read more here.

What Is the Difference Between Budgeting and Financial Planning?

Understanding the key differences between the two can give you a clearer picture of how to reach your goals. Read more here.

 

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