Thomas Canale, CFP®, CLU®, ChFC®

Wealth Management Advisor

An Expert in Special Needs Planning

Thomas J. Canale, a member of Northwestern Mutual’s Special Steps program, is passionate about assisting families with special needs. Tom is experienced in special needs planning including navigating third-party benefits and the legal issues involved in planning for a dependent with special needs.

Tom understands the importance of balancing the complex needs and goals of a family – from retirement to education funding along with the needs of a loved one with special needs. Contact Tom to learn more about how Northwestern Mutual’s Special Steps Program can guide you through the process to help secure a future of financial security for every member of your family today.

To provide families with an in-depth and coordinated special needs planning process, Tom works as an integral part of a team of experts including National Care Advisors, NCA, who help families find and establish eligibility to optimize the benefits available to them.

My mission is to help you achieve financial security for your family or business. I will work with you to help identify your financial goals, suggest solutions to help you reach those goals, and show you ways to implement them. In addition, I have a particular interest in helping families who have an individual with special needs for all of their financial security needs.

Here is a list of helpful web sites that you may find of interest:

 

 

Online Resources

Tom Canale Wins Community Service Award from the Northwestern Mutual Foundation

ABC’s The Chew features Northwestern Mutual’s Childhood Cancer Program

ABC’s The Chew stirred up a delicious lemonade recipe in support of Northwestern Mutual’s Childhood Cancer Program and partnership with Alex’s Lemonade Stand Foundation. See the story of financial representatives Jessica and Jeff Salazar and their son, Austin, and their personal fight against childhood cancer.

When is it a good time to take on debt?

When you want something such as an education, a new car, a new TV, or a home, it’s not uncommon to take out a loan or even use your credit card. In this month’s Ask the Financial Expert column, our experts weigh in on the topic and discuss “good debt versus bad debt” and how debt as a whole affects our economy.