Jodi Lee Vawdrey, CASL®, CLU®, RICP®

Financial Advisor

Are you concerned about how a long term care event will affect you and your family?

Have your parents planned properly, or will you be the default caregiver?

How will this impact your ability to work, your family finances, or your time and responsibilities with your own children?

 

 

For more information, contact me at (801) 205-8857, or visit our Consumer Education website.

 


My Mission

Live by choice, not by chance.

Dream courageously, live with purpose and take action.  My mission is to help you achieve financial security for you, your family and your business with all of life's changes.  I work with you to help identify what's most important to you, provide solutions to help you accomplish those things, and most importantly take action to get there.  I am committed to educating my clients and community about financial solutions and products so they feel confident about their financial future.

Integrity, Honesty, Love

 


My Focus and You

I specialize in and love helping you plan for, enter into, and enjoy retirement.  Together, we create a plan for you to live an active retirement, on purpose, and with the peace of mind knowing that you have a strategy to manage the bumps in the road along the way.  This includes planning for market risk, taxes, inflation, a potential long term care event, and of course, all the fun wth family and friends.  For business owners, this includes business succession planning as this can be one of your most valuable assets.  We create your plan by imagining what is possible, asking the tough questions about the risks of retirement,  and then develop strategies tailored for you.  We implement that plan using time tested financial solutions based on insurance and investment principles.

Whether it is planning the perfect retirement, leaving a legacy, or developing a succession plan for your business, my team and I work with you and your support team, your attorney, CPA etc. through the entire process so the stress about the future can be minimized and making memories can be your main focus.

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