Helping Create Your Financial Plan

I am passionate about partnering with my clients to combine your goals with my expertise. Each of us has a different vision of what it means to be financially secure, and this vision is likely to change throughout your lifetime- whether beginning your career, starting a family, educating your children, or entering retirement. I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future as life evolves. But achieving financial security takes more than creating a comprehensive plan; you must also take action while evaluating and adjusting your plan over time. Together, we’ll create a timeline to help protect your family now, and execute the steps necessary to respond to whatever life brings.

My core values of integrity and honesty combined with personal relationships and a forward-focus enable me to directly align your goals with actions, both today and in the future.

Call me today, and let’s plan what tomorrow will look like for you and your family.

Financial Planning Process

Physicians and Dentists

Hughes works extensively with physicians and dentists on their financial wellness including Disability Insurance with a Medical Occupation Definition.

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.

Hughes Schwartz

Financial Advisor

The Fed Lowers Interest Rates Again

Here’s our take on the Fed’s decision to lower its key interest rate by a quarter point. Read more.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

Is Grad School Worth It? Questions to Ask Yourself Before Applying

The decision is as much a financial as an educational one. Read more.

 

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