Designed around the retirement you actually picture.
Sarah works with clients to build retirement strategies designed around lifestyle goals, expected income needs, tax considerations, and the role of Social Security and other guaranteed income sources.
Start with an introductory review.
Life Insurance Review
For anyone whose family, mortgage, or business obligations depend on their income continuing.
Request a ReviewDisability Income Review
For professionals and business owners whose earnings depend on their ability to work.
Request a ReviewLong-Term Care Review
For individuals and couples preparing for extended care before it becomes urgent.
Request a ReviewBuilt around real lives, not generic profiles.
What Sarah helps clients work through.
You're unsure how much you actually need to retire
Savings are spread across multiple accounts with no overall strategy
You don't have a clear plan for converting savings into income
A coordinated approach.
- Estimating income needs in retirement
- Coordinating 401(k), IRA, brokerage, and other accounts
- Tax-aware withdrawal and Roth conversion strategies
- Integrating Social Security timing with the broader plan
A simple way to get started.
- 01Vision
Define what your retirement looks like — location, lifestyle, work, family.
- 02Gap analysis
Compare today's trajectory to the retirement you want.
- 03Strategy
Build a savings, investment, and protection strategy designed around your goals.
- 04Refine
Adjust as markets, tax law, and your life evolve.
Retirement Planning — common questions.
Changing jobs or leaving one?
A job change moves retirement savings, group coverage, and cash flow at the same time. The financial checklist for after leaving a job walks through the first 48 hours and first two weeks, and the old 401(k) article compares the four general account options.
Divorce can divide a retirement plan or pension through a separate court order. The guide to financial planning during divorce in Wisconsin explains QDRO coordination and what to review afterward.
Thinking about the next generation? The guide to building a financial legacy for children and grandchildren covers habits, protection, beneficiary coordination, and the family conversation.
Already maxing out the workplace plan and weighing a permanent life insurance strategy? The IUL second-opinion review explains how indexed universal life illustrations work and compares it with other accumulation and protection approaches. Northwestern Mutual does not offer IUL.
Explore related planning areas.
Bring every part of your financial life into one clear plan.
Investments that work with the rest of your plan.
Protect the people and plans that depend on you.