Brent L Shaw, CFP®, RICP®

Wealth Management Advisor

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.

But achieving financial security takes more than creating a comprehensive plan; you also have to take action on your plan, and evaluate 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.


Brent Shaw and Jeff Gayonski's Commitment to Community Prepares Families for Life-Changing Event

Having a child brings new joys and responsibilities. Through its commitment to helping people forge a path of financial security during each stage of life, Jeff Gayonski and Brent Shaw announced a $100,000 gift to the UC Health West Chester Hospital’s maternity unit through the Exceptional Beginnings Initiative.

The maternity unit focuses on enhanced patient experiences and includes eight delivery rooms, and two operating and triage rooms. The adjacent nursery functions as a Level IIB neonatal intensive care unit.

“Each day we help our clients prepare their finances so they can accomplish their dreams,” said , managing partner, Northwestern Mutual-Cincinnati. “A new child is a dream of many, and we’re honored to donate to West Chester Hospital so that future generations can have the best possible start in life.”


Brent Shaw featured on Forbes.com - Parenting Priorities: 8 Money Tips For Expecting Parents

Northwestern Mutual Wealth Management Advisors Brent Shaw and Jeff Gayonski were recently featured in an article on Forbes.com's Northwestern MutualVoice, "Parenting Priorities: 8 Money Tips for Expecting Parents." Jeff and Brent share how a partnership with UC Health - West Chester resulted in a unique program for parents-to-be helping them figure our what their financial priorities should be before baby comes.

Read the article on Forbes.com...

Largest Dividend Payout In Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history. Read more.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

A Guide To Your Finances In Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how.

 

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