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

Social Security Won’t Be Enough: 6 Reasons to Consider an Income Annuity

Learn how you may be able to save less to meet your retirement income goals, keep up with inflation, and create guaranteed retirement income that never runs out.
Download FREE guide

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.

Research Reveals “Financial Realities” for Americans Today

Following the global financial crisis, Americans have embraced a distinctly more conservative approach to their finances, and widened the timeframes in which they expect to achieve financial goals, according to research by Northwestern Mutual.

Financial Realities Study: Changing Timeframes