What's Keeping You Awake At Night?


Let's have a quiet conversation.

In my client conversations, I’ve encountered worried business people. Some worry about business succession; Can our children maintain the fine business we’ve built? Others say that they’re afraid of losing key people without whom the business could falter. Still others wonder; what if we lose a shareholder, how do we value his interest? Will we be able to buy out his heirs? How will our banker respond to the loss?

What keeps you awake at night? I’ve partnered with men and women to answer these questions; respond to these concerns; help overcome these worries. For me, it’s a matter of creating a relationship built on trust and integrity. I’ve helped my clients reach their dreams and I can do the same for you. But first, let’s do what it takes to allow you to sleep at night. Let’s have a quiet conversation.  

 

My Mission

My primary focus is to help my clients attain financial security for their families and businesses. Because you cannot predict the future, I will help you prepare for the best and worst case scenarios and create a long-term relationship based on quality service and integrity.

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.

Charles Samfilippo Jr, CLU®, ChFC®, MSFS, AEP®

Financial Advisor

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