Sara Samuels, J.D., CLU®, RICP®

Financial Advisor

What does financial independence mean to you? 

I believe in empowering my time-pressed individual and business owner clients by fueling their intentions with meaningful actions. I’m here to help you live your very best life, now and in the future. I specialize in proactive and tax-intelligent planning, helping reduce economic vulnerability and building wealth. In fact, I’m passionate about it.

Planning for Financial Security with Northwestern Mutual

Watch this short video to learn how Northwestern Mutual's 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. 






Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

Plan for the Success of Your Business

We recognize that the goals you have for your business and personal life are intertwined. Learn how our integrated approach to financial planning can help manage the full scope of your needs and goals at every stage.


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