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 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. 






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