What does financial inspiration mean to you? 

My goal as a financial inspirer is to empower my clients by aligning intentions with meaningful actions through proactive and tax-intelligent planning. I believe in motivating individuals by fueling their goals with meaningful actions. My mission is to financially inspire my 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 and the world. I specialize in working with “emerging affluent” clientele, especially those in the Creative Arts, Tech and Finance and business owners specialist, by helping them feel inspired and confident


My Commitment to Financial Strength 

My comprehensive approach to personalized financial planning can help you achieve the future you envision. 


The Business Corner

If you own or operate a business, I recommend the following articles:

Business Succession: 6 Steps to Achieve Your Vision

Lifeline in a Perfect Storm: How One Small Business Survived a Crisis

8 Steps for Successful Entrepreneurs

Don't Bank on Your Business to Fund Retirement

How One Woman Turned an Idea Into a Successful Business

Click here for additional resources. 

 

 

 

 

 

Sara Samuels, J.D., CLU®, RICP®

Wealth Management Advisor

Webcast Available Now: Strength, Stability, and Financial Security in Volatile Times

Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

4 Key Things to Know About the Coronavirus Stimulus Package

The coronavirus stimulus package is designed to bolster the economy and help Americans impacted by the coronavirus. Read more.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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