Luke Sinclair Email & Phone Number

Greater Milwaukee Area

► I educate individuals on building a financial plan efficiently and save for retirement while also protecting the things that are important to them now. I both work directly with clients and on the back end analyzing/putting together financial plans. This gives me a very unique position to understand the important factors to financial pictures but also understand how to communicate that to our clients. Our team has over 70 years of experience in the investment, retirement, insurance, and Medicare fields.► Clients we specialize in working with:✔ Pre-Retirement/Retirement✔ Career Transition✔ Families✔ Established Young Professionals✔ Business Owners► Let me ask you three questions:1. Do you fully understand your work benefits?2. How much should you be saving, and are you saving, for the short term, midterm, AND retirement to reach your goals?3. Do you have a tax-efficient retirement distribution strategy?If you need help answering any of these questions, we should talk.► We work with our clients to:✔ Help identify and prioritize their goals. First, we'll make sure we understand what’s important to you and your family, what steps you’ve taken to get where you are, and where you want to be in the future.✔ Develop your personalized financial plan. We'll analyze your current financial position and develop recommendations and solutions that can help you and your family achieve financial security.✔ Implement your plan. We'll bring your financial plan to action with proven products and quality solutions.✔ Review your plan. As your life changes, so should your plan. Large or small changes may impact your financial plan and we adjust accordingly to make sure you stay on track.►Let’s Connect:✉ luke.sinclair@nm.com☎ 414.615.1869

100 East Wisconsin Ave

helping people achieve financial security and peace of mind.