Chanc Ravish - Northwestern Mutual

Chanc Ravish - Northwestern Mutual Don't leave your financial world to uncertainty. Be intentional, know where you're headed, and plan for the everything in between.

Here to help you make the most optimal financial decisions.

05/06/2026

I will help you with the money side of life so you can focus on the doing-things-you-love side of it. Reach out and we can work together.

Most money “problems” lead back to a simple solution—starting a financial plan now. I'm here to help you get it done. Le...
04/29/2026

Most money “problems” lead back to a simple solution—starting a financial plan now. I'm here to help you get it done. Let’s chat.

Same polo for a second . This Saturday, my good friend Keeton and I traveled to Fort Wayne to attend INVSTRCON. A big t...
04/26/2026

Same polo for a second . This Saturday, my good friend Keeton and I traveled to Fort Wayne to attend INVSTRCON. A big thank you to Jimmy Larowe for the invite. What Dakota is doing in that community is incredible, and Evan Macklin put on a powerful talk. It was a great Saturday of iron sharpening iron.

04/23/2026

The world totally opens up when your money feels stable. With a solid financial plan, I can help you find the calm and confidence you want to live your life. Reach out.

04/15/2026

Want to notice a major difference in your day-to-day and beyond? I can help you make a financial plan that gives you more direction and quiets the noise. Reach out. Let’s talk.

04/13/2026

**Client Experience Spotlight: Shifting From Transactional Investing to Proactive Retirement Planning**

I recently had the privilege to join forces with a new advisor on a client meeting with Bill, a long-time investor and union member approaching retirement. Bill agreed to the meeting out of respect for our partnership, confident that he already had a good advisor managing his accounts.

What unfolded was a powerful reminder of the difference true financial planning can make.

During our conversation, Bill shared a frustration that truly stood out: years ago, during a market downturn, he moved money into a fixed annuity in reaction to market losses—an investment decision driven by emotion and immediate fear rather than a proactive strategy. He later regretted this move as the market rebounded soon after, realizing he’d locked himself into a product that underperformed and limited his upside.

This experience exemplified the transactional nature of his previous relationship:
He met with his investment manager when the market was down, received a quick solution, and acted—without a cohesive plan guiding his decisions.

I emphasized that our approach is different: we don’t react; we plan proactively. Our goal is to anticipate and manage risks before they arise, aligning every move with a thoughtful, integrated retirement roadmap.

By the end of the meeting, Bill expressed a striking realization:

“I didn’t realize I didn’t actually have a plan or planner — but more of a transactional relationship with an investment manager.”

We didn’t just talk about rates of return or market performance. Instead, we focused on what matters:
-Tax-smart Income planning for the retirement years
-Social Security & survivor benefit strategies
-Distribution order across IRAs, 401(k)s, annuities, and Roth accounts
-Down market strategy
-Tax consequences throughout retirement
-Healthcare transition and cost planning
-And, ultimately, building a custom roadmap for spending down without regret

Bill left with new questions about his "planning" —and a clear sense that genuine retirement planning requires a collaborative, proactive partnership, not just reactive fixes.

This kind of awakening is exactly our aim for our client relationships.

If you feel like your investing might be more transactional than strategic, or more reactive than proactive, let’s talk about building a real plan together.

1st in the NM Mishawaka office. Andrew and I showed up and got to work for a few hours. Oh… and most importantly, had ...
04/11/2026

1st in the NM Mishawaka office. Andrew and I showed up and got to work for a few hours. Oh… and most importantly, had fun doing it.

Losers show up worried about winning,
winners show up to enjoy the process.

How do your tax refund grades stack up? Reach out to me if you want to prepare for your best scores ever.
04/08/2026

How do your tax refund grades stack up? Reach out to me if you want to prepare for your best scores ever.

Happy Easter from me and mine to you and yours!
04/05/2026

Happy Easter from me and mine to you and yours!

04/02/2026

It’s never too late to start making money moves. The right financial plan can feel like a fresh start, and I want to help. Let’s chat.

Address

4215 Edison Lakes Pkwy #200
Mishawaka, IN
46545

Opening Hours

Monday 8am - 6:30pm
Tuesday 8am - 6:30pm
Wednesday 8am - 6:30pm
Thursday 8am - 6:30pm
Friday 8am - 6:30pm

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