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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

Envision Unlimited is receiving a $10,000 grant from the Northwestern Mutual Foundation in recognition of Wealth Management Advisor Tom Canale's outstanding volunteer involvement, as part of the company’s 17th annual national Community Service Award program. Canale is one of 26 financial representatives being recognized as top volunteers. Since the start of the Community Service Award program in 1995, the Northwestern Mutual Foundation has donated more than $3 million on behalf of its representatives to over 300 non-profit organizations across the country.

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