Sherrie Robért VanKoevering, CLTC®

Financial Advisor

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

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

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How do you know what investments are right for you?

Learn five crucial questions you need to answer to build the right strategy for your financial plan.

 

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