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. 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.

 


Fee Based Plannning

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.

If you dream it, we’ll help you live it.

Let’s make this the year we turn your dreams into plans. Get started.

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

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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