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How often have you thought about your retirement, and have gotten completely overwhelmed? Are you unsure how to begin planning? Or worse, do you wonder if the path you´ve been on for the last twenty years is the right one? Maybe you simply wonder "How am I doing?" compared to where you hope to be some day...
Amy Jamrog takes a unique approach with her clients: she begins the planning process by helping clients create their vision, values, and mission for their family. Amy then serves as a guide for them, helping to design financial solutions, and holding her clients accountable as they implement each piece of their vision.
Amy Jamrog focuses her financial planning practice primarily on retirees, physicians and attorneys.
When asked about her relationship with her clients, Amy says, "Clients want to discuss their future, their grandchildren, or the legacy they´d like to leave behind. That is where we focus our time-- creating a future that the client is excited about. When we are able to make that connection, the clients become empowered by their plan and excited about the steps we´re recommending."
Domestic Partnerships
If you’re in a long-term relationship, you and your partner or significant other likely have shared goals and fiscal responsibilities. Yet, unmarried couples don’t have the same benefits and legal protections automatically granted to married spouses. Amy Jamrog understands the financial hurdles that domestic partners face – from interwoven finances and joint assets to fewer rights for federal, state and employer benefits. Along with a network of specialists, she can help you protect what you value most and recommend solutions to bridge the gaps and meet your long-term financial goals.
Considering a New Career?
The Jamrog Group of the Northwestern Mutual Financial Network is looking for additional qualified Financial Representatives to serve people right here in our community. For more information, please visit The Jamrog Group and go to Careers.
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