Financial security is often a major objective in each of our lives. When attempting to do what's right for those you care about, it may only take one critical financial decision overlooked, in addition to the lack of proper planning, to undermine your goals.

Whether you are concerned for your own financial needs or those of your family or your business, I will help you identify your objectives and provide efficient solutions. 

My Mission

 

I look to build trusting relationships over a life time by providing long term value. I help my clients express and prioritize their personal and financial goals and ensure that the highest level of financial security is achieved. It is my mission to know that once my  clients have a secure foundation in place, their financial solutions may be strong enough and flexible enough to endure the constant changes life throws in our paths.  I also take pride in holding my clients to a higher level of accountability, which is a necessity as families continue to stay busy.

 

 

 

The Business Corner

Thanks to smart financial planning, Mindy Gohr and Esther Griego are the owners of Bittersweet Pastry Shop and Cafe in Chicago.  Watch this short video to see how Sherrie helped the bakery team implement integrated solutions designed to realize their vision for their business, their employees and their future. 

If you own or operate a business, Sherrie VanKoevering recommends the following articles:


Click here to read additional articles. 

With a focused expertise on the business owner, Sherrie can provide guidance for any stage of your business:Business Markets Stratey map

 

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.

Sherrie Robért VanKoevering, CLTC®

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

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