Andrew Schultz, CFP®, ChFC®, CLU®
Financial Representative


Clarity Financial Planning Group

Financial success doesn't happen by chance; it is the product of sound process and decision-making. Understanding complex financial issues, Andy and his team can help you reduce economic vulnerabilities and build wealth to achieve your current and future goals.

When planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing a trusted advisor with experience and resources is the next.  Financial planning requires a commitment of time—your time as well as your financial team’s.

Andy and his team will work to understand your current circumstances and your goals.

They will build a plan that identifies options, balances your short-term needs with long-term goals and leverages Northwestern Mutual’s robust planning, investment and insurance platform.

As needs evolve, plan adjustments will be made to ensure that carefully crafted financial plans continue to meet your objectives.

Identifying the right opportunities at the right time, while also reducing risks, will place you in the best position to achieve your goals.  That’s why people who have experienced Andy’s process report a greater sense of clarity and confidence than ever before.  Let Andy and his team help you ensure your financial future is all you want it to be.

IN THE NEWS

Areas of Interest and Articles:

Are You Saving Enough For Your Retirement

Why Do I Need Disability Income Insurance

The Amount of Your Life Insurance Should Keep Pace With Your Success

Important Calculators For Life Decisions

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

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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