Brett J Canna, ChFC®, CLU®, CFP®

Wealth Management Advisor

Areas of Expertise

Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future.

  • Business Valuation Planning
    Accurately valuing your business is a primary consideration in your estate and business succession planning. It's critical to being able to properly fund your business purchase agreement, which can help preserve your wealth and make the transition of your business a smooth one at retirement, disability or death. It's not an exact science, and the value of your business will change over time. Working with you and your other advisors, I can help keep your valuation current to meet your overall objectives.
  • Estate Planning
    You work your whole life to build your estate. You should have control over what happens to it upon your death. Building a lasting legacy takes more than simply accumulating a large portfolio. You need a solution that remains flexible enough to allow you to maintain maximum control of your assets and enjoy them during your lifetime while you prepare for the efficient transfer of those assets after you die.
  • Financial Planning
    Long-term financial security doesn't happen by chance. Many things in life can have an impact - positive or negative - on your financial well-being. I'm here to help you take control of your future. Together we'll identify your most important goals and dreams, and build and implement a financial plan to help you achieve them. And because life is unpredictable, we'll monitor your progress on a regular basis to ensure your plan evolves as your needs and the situation around you changes.
  • Private Client Services
    Over a lifetime of hard work you have built up a successful business, career, or professional practice. Along the way you've acquired valuable assets that may include publicly-traded stocks and bonds, mutual funds, collectibles, real estate, and perhaps a business interest or securities issued from an employer or former employer. Investment management can be a challenge. I have access to dedicated account administrators and investment teams to help identify your goals and investment objectives. Working with us, you can be certain that the investment management strategy we recommend for you is custom-built for your unique situation, using a wide range of investment strategies.
 

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