Don S. Clardy

Don's team

Don helps successful business owners, executives, professionals, and their families clarify their financial goals to achieve and maintain financial independence. Don learns about your vision for the future because it says a lot about you. And like you, your vision is unique. Don's approach is to help you shape that future and attain it. Don wants to help you secure your family's or business's financial future and protect what's important to you.

Don, along with a network of specialists, carefully examines estate planning, business planning, and investment needs to help you accumulate wealth, protect and preserve wealth, manage risk and plan for wealth distribution.

Don walks clients through a strategic process with the overall goal of:

  • Discovering and clarifying your vision for the future
  • Connecting your vision, values and goals with the financial planning process
  • Designing an action plan to help you achieve your goals

An Expert in Special Needs Planning

Don, a member of Northwestern Mutual's Special Steps program, is passionate about providing financial services for families of individuals with special needs. Don's oldest child Max was born premature (at 26 weeks) in 2003 and consequently has faced developmental delays and challenges in his childhood. Through personal and professional experience, Don understands that families with special needs are faced with unique concerns and challenges regarding the life-long care of their loved ones. Don is dedicated to working with clients to identify goals for families and loved ones with special needs and educating them on options to help achieve a lifetime of financial security.

Call Don 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.

Don S. Clardy, CFP®, CLU®, MBA, LL.M., J.D.

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