"When You Plan, You Bring Purpose to Your Life" 

You deserve to work with someone who cares. Renee partners with her clients as their personal CFO to provides strategic and comprehensive advice to dream courageously and live with purpose. Through strategic solutions and tax-efficient planning, Renee and her team empowers people to align their intentions with what brings them meaning, fulfillment and success. 

Renee's approach to financial advice is rooted in an expansive knowledge as well as a belief in a personal relationship with each of her clients, serving as their champion, educator, and mentor through every step of their financial journey. 

Renee works with executives & emerging executives within the sports & media industries, attorneys, and small business owners across the country.  She also often shares her unique approach by leading corporate financial wellness workshops.

 

 

 

 


 


Planning For Financial Security With Northwestern Mutual


The Business Corner  

If you own or operate a business, Renee Cohen recommends the following articles:

Click here for additional resources. 

Business Markets Stratey mapWith a focused expertise on the business owner, Renee Cohen can provide guidance for any stage of your business:

 

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.

Renee Cohen

Financial Advisor

#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.

Learn More

Your Guide to Money Management: Budgeting, Debt Management and Starting Your Financial Plan

Learn how to build the foundation of a financial plan that helps you reach your goals. Download now.

 

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