Professional

OUR APPROACH

Whether you are an established physician, in medical or dental school, doing your residency, or thinking about retirement – as a physician or dentist, you have unique needs as you plan for your financial future. You need individualized recommendations based on your personal goals. And you need advisors who have experience working with medical professionals.

  • You've spent a long time in school and training, so your earning years have started later than others your age.

  • You likely have higher-than-average amount of student debt.

  • Given the demands of your job, you probably don't have much free time to devote to dealing with your personal finances.

At your initial consultation, we will assess your overall financial health by conducting a factfinder to understand your current situation as well as your future goals and dreams (personally, professionally, financially, philanthropically).

We take time to carefully develop a strategy that is unique to your goals and prepare a tailored financial plan and recommendations. We seek to educate and create a feeling of clarity and collaboration for the decisions we will help you make.

Our team of experts will help set your plan in motion with thoughtfully integrated tools to keep you moving toward your goals.

We will continuously help you align your actions with your goals and measure your progress so that you can confidently enjoy the road ahead. The only constant in life is change. We will regularly revisit your goals and review your plan to make sure you are still on track.

We strive for customer service excellence and to provide a world class experience. We are committed to always treating you as a valued client and will provide the following:

  • Timely service

When you call or email us, you can always expect reply within 24 hours.

You have access to your account information anytime via our website.

  • Annual reviews (Quarterly as needed)

It is our promise and obligation to meet with you on an annual or quarterly basis to review your plan and performance toward your goals. You will receive an updated copy of your plan and performance- in your choice of print or electronic version- for your reference.

  • Other Assets/Investment Portfolio Analysis

As part of our reviews, we will include other outside assets and/or investments for a single, holistic view of your financial situation.

  • Monthly Newsletters

We provide a monthly electronic newsletter with pertinent information on financial and economic issues in a quick, easy-to-digest format.

  • Ultimate Client Experience-

We are honored to have the trust and friendship of our clients. We host unique and memorable client appreciation events to say thank you for your trust.

Wealth Optimization GIF (Fee-Based Planning)
Copyright 2020 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2004-2012

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2011-2015, 2017, 2019

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 2004, 2006-2008, 2010

Award recognizing persistency and performance

Karin V Larrave

Wealth Management Advisor

 

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