Samantha R Holowka, CLU®

Financial Advisor

Helping Create Your Financial Plan

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement.  I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future.

But achieving financial security takes more than creating a comprehensive plan; you also have to take action on your plan, and evaluate and adjust it over time.  Together, we'll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings.


 

Mission

To help purpose-driven professionals and their families create an integrated financial plan to save strategically and efficiently in order to achieve goals by protecting and growing their wealth.

 

Vision

To serve as an advocate for clients long-term as their families and wealth grow through leveraging a team of experts in working with individuals to help generate and preserve wealth throughout all life stages.

 


 

Professional Affiliations

NAWBO

Sam joined NAWBO four years ago to meet and connect with other purpose driven women business owners. These women are an inspiration as they lead in their respective industries.

 

WIFS

As a long-time member of Women in Insurance and Financial Services, Sam has connected and worked alongside talented and innovative women.  This experience continues to reinforce her passion for the industry, as well as her goal as a Financial Advisor to serve as an advocate for her clients in order to help generate and preserve their wealth throughout all life stages.

 

NAIFA

The vision of the National Association of Insurance and Financial Advisors are aligned with Sam's own vision in helping to protect and promote a sound financial plan. She has been recognized by NAIFA as a Top Female Advisor and a Top Advisor Under 40 since 2014. 

 

Roswell, Inc

Sam is active in Roswell Inc. whose mission is to foster public private partnerships in suppport of economic development, as well as promote the success of business owners in the City of Roswell.


Events

August 2017

NAWBO Lunch & Learn - Enjoying an active membership in National Association of Women Business Owners (NAWBO) and look forward to presenting in August at the organization’s Annual Women’s Conference.

 


My Team

 

If you would like to schedule an appointment with me please reach out to my assistant, Kara Green at 

404-846-3087 or kara.green@nm.com


 

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.

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