Wealth Distribution

When we first meet with many of our clients, they feel fairly confident that they have enough money to retire. They’re just not sure how it will all come together. They’ve earned the right to enjoy their retirement, but all the different accounts and details around taxes, social security and healthcare are enough to make anyone’s head spin. That's why we simplify our engagement into three easy steps.

  1. First, our team is committed to asking good questions and listening intently to help determine your vision for retirement, as well as what spending level is appropriate and achievable within your plan.
  2. Together, we will discuss the different approaches to distribution planning that deliver the most alignment with your risk tolerance and desire for security.
  3. With clarity on your vision, goals, and a strategy in place, our team will coordinate the management of your retirement assets given market conditions, tax consequences and legacy considerations in order to send you a regular retirement paycheck.

At Sturges Financial Group, our clients trust us to manage the what, when and how, so they can enjoy the why.

If our team can be a resource to your or someone you care about, please call our office or get in touch at this link.

Luke T. Sturges, CFP®, ChFC®, RICP®
Wealth Management Advisor

Sturges Financial Group


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