Mauricio Chavez, Financial Advisor

12/16/2025

I'm proud to share that Northwestern Mutual was named the “Best Whole Life Insurance Company of 2025” in the Wall Street Journal’s Buy Side. I’m so grateful that I work with a company that genuinely looks to take care of people and helps them protect and grow their money:

Learn which insurer provides the best whole life insurance policy.

10/01/2025

This , take a moment to reflect on and celebrate the cultural heritage and history that’s inspiring future generations to carry forward the values and traditions that continue to enrich Hispanic communities. Which tradition do you cherish most?

04/10/2024

Let’s create a savings plan that helps you satisfy your wanderlust. Once that’s out of the way, these clever travel hacks can help you conserve your funds no matter how you vacation.

03/27/2024

When it comes to financial planning, your life goals are the canvas. Take our Financial Planning Tour and learn more about how we can work together on making your good plan into a work of art. http://spr.ly/6185ZXBsT

03/08/2024

Raising a child costs more than your time and energy. There’s money involved too. Let's create a financial plan that helps you budget for all your childcare needs!

01/30/2024

So you’re in your 30’s, work’s going well, and you have some goals you’re excited about. Cool—but how will you reach them? Start by figuring out your net worth. From there, I can make a financial plan to get you to your goals. For more, look here http://spr.ly/6185ppB5J

01/03/2024

If you’re looking to understand how a vesting schedule impacts your retirement savings, let’s connect to review your retirement plan.

Vesting has to do with ownership over your employer’s retirement contributions. Here’s how it works.

12/06/2023

With low inflation during much of the past decade, we’ve grown accustomed to seeing IRS limits increase slowly. But even amid cooling inflation, taxpayers will see larger than normal increases in select figures for 2024. Here are the potential opportunities these changes create for your financial plan. Connect with me for personalized advice.

In 2024, taxpayers will see higher than normal increases in IRS limits. Read more to uncover the financial planning opportunity this provides some Americans.

11/15/2023

If you're looking to ensure your risks are managed before the new year, let's chat. From emergency savings to insurance reviews, I’m here to help. Reach out to get started.

10/27/2023

"No matter where you're starting from, we have a wide range of financial options designed to reinforce each other including strategies to grow wealth while protecting what matters most."

-Northwestern Mutual

REACH YOUR NEW LEVEL OF FINANCIAL CONFIDENCE

Mauricio Chavez, MBA
Financial Advisor
C:330-569-4938
P:574-344-6419

10/25/2023

10/25/2023

For small business owners, long-term financial planning is critical for continued growth. Reach out today and I can help you build a financial plan that focuses on the future.