Helping Create Your Financial Plan

The process of achieving financial security – the confidence that comes from taking action today to provide for tomorrow – is different for each of us. Often, the first step is to establish a relationship with someone who takes the time to learn about your values, understand your dreams and help you create a personal financial plan that will evolve with you over time.  

I work with my clients to ensure they have well thought out objectives, clear action steps, and a realistic timetable to achieve their financial goals and protect the people and things they care about most.

Yo hablo espanol. Para obtener mas informacion sobre nuestros productos y servicios, por favor visite nuestro sitio web en espanol: es.northwesternmutual.com.

If you're a current client of our firm, know that we are so grateful for our relationship with you. If you are considering hiring a financial advisor and would like to learn more about who we are and what we do, please do not hesitate to reach out.

Please contact Shelly to learn more and schedule some time to meet with our team.

shelly.cza@nm.com

305.405.3618

 

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.

Jaime S. Hadida, MBA

Financial Representative

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

What’s Your Vision for the Future of Your Business?

The transition of your business takes careful and strategic planning, so it’s important to start early. This white paper can help you weigh the pros and cons of your potential successors and help evaluate transfer strategies to fit your goals and tax needs.
Download now

 

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