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

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.

#IfItWasUpToMyKid

Home is where the greatest moments are shared and where the most valuable and meaningful memories are made. But sometimes, life happens. From technology and social media to work-life imbalance to competing schedules, families can struggle to be present and connect on a more personal level at home.

This fall, Northwestern Mutual wants families to find that connection at home again. Parents can submit a video or photo of their kid's ultimate home experience inspiration — the bigger, the more out-of-the-box, and the more imaginative the ideas, the better — and we may just ring your doorbell to make your dream a reality!

To enter:  Join the conversation on social and enter to win with #IfItWasUpToMyKid! 

Learn more and submit your entry here now.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

 

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