Helping You Create Your Evolving Financial Plan

 

Financial success does not happen by chance, it requires a conscious decision by you and the expertise of a skilled Advisor with your best interest at heart. I am committed to helping my clients achieve their goals and will work tirelessly along with my team to help them do so.

Creating and implementing a financial plan is a complex and ever-evolving process. Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime as you begin your career or launch a business, start a family, educate your children, and enter retirement. To help make this process as streamlined as possible for our clients, we follow a four step planning process:

  1.  Get to know you and learn about your personal, professional, and financial goals
  2.  Review and analyze your goals to inform the development of your personalized financial plan
  3. Implement your plan utilizing the best products and solutions available in the marketplace
  4. Systematically review and update your plan to ensure that you remain on track to meet your ever changing goals

My team of seasoned Advisors and operations staff work closely with you to understand your goals develop your personalized financial plan. This team-based approach allows us to leverage our collective experience and expertise to determine the most effective and tax-efficient solutions for your wealth accumulation, distribution, and risk management needs.

 

The Northwestern Mutual Difference

 

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

Chandresh Shah

Wealth Management Advisor

What's Next

These days, it’s more important than ever to have a plan. Let’s plan what’s next for you. Get started.

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