Kimberly Coronel

Kimberly Coronel, M.S.

Financial Representative

Helping Create Your Financial Plan

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter 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.

 

 

There are so many things that tend to get in the way of being present and living a full life with those you care about the most. One of the things that gets in the way is financial security. In fact a 2017 "Brain on Finance" study found that 8/10 Americans are financially anxious. This mental stress can often lead to poor decision making (or ignoring) financial aspects of their life. You want to make great financial decisions, but often put that to the bottom of the to do list. 

My passion is to provide the space and guidance to have these conversations and to provide assistance with financial scenerios, increase your confidence with your savings plan so you can have a guilt free spending plan! I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future. 

Achieving financial security takes more than creating that plan; you have to take action on your plan and adjust it over time. Together we'll create a timeline to help protect you and your family now and execute the steps necessary to respond to whatever life brings.

 

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