Travis Shultz - Northwestern Mutual

Travis Shultz - Northwestern Mutual Plan Wisely - Live Freely

Everything you need to know before June 27.The Move for Amirah 5K is at Obear Park in Beverly, MA. Start time is 10 AM. ...
05/30/2026

Everything you need to know before June 27.

The Move for Amirah 5K is at Obear Park in Beverly, MA. Start time is 10 AM. Bring comfortable shoes, water, and sunscreen. All paces and fitness levels are welcome. This is a community event, not a race.

Every registration supports women healing from trafficking and exploitation. If you have been on the fence, this is your sign.

Register through the link in bio. See you at the starting line. 🏅

05/29/2026

Cheaper is not always better. Especially with financial advice.

Research shows that working with a CFP can add up to 3% in net returns through tax-smart strategies, disciplined rebalancing, and having an objective voice in your corner. That is not a small number over a lifetime of investing.

The right advisor does not cost you money. They help you keep more of it.

Email ([email protected]) or call us (781-224-1632) and let's talk about what that looks like for your situation. 📞

Happy Birthday, Rachel.She pours herself into our children every single day with patience, consistency, wisdom, and love...
05/28/2026

Happy Birthday, Rachel.

She pours herself into our children every single day with patience, consistency, wisdom, and love. She shows up even on the hard days, especially on the hard days, and so wonderfully represents the kind of motherhood worth celebrating.

We are so grateful for the woman she is and everything she brings to the people around her. I hope my daughters grow up to be just like her 🤍

AI leadership, hotter inflation signals, and a changing of the guard at the Fed—Northwestern Mutual Wealth Management Co...
05/27/2026

AI leadership, hotter inflation signals, and a changing of the guard at the Fed—Northwestern Mutual Wealth Management Company CIO Brent Schutte breaks down the economic data and markets news investors need to know. http://spr.ly/6188B8V8qk

Happy Birthday, Katelyn.Behind every smooth client experience at Crossroads is someone making sure every detail is handl...
05/27/2026

Happy Birthday, Katelyn.

Behind every smooth client experience at Crossroads is someone making sure every detail is handled with care. For us, that person is Katelyn. She brings consistency, warmth, and a level of attention that our clients feel from the very first interaction.

We are so grateful to have her on this team. Today is her day. 🎂

We are hosting our first-ever 5K, and we want you there.On June 27, Crossroads is bringing our community together for th...
05/25/2026

We are hosting our first-ever 5K, and we want you there.

On June 27, Crossroads is bringing our community together for the Move for Amirah 5K at Obear Park in Beverly, MA. Move for Amirah supports women healing from trafficking and exploitation. Every registration makes a difference.

Walkers, runners, families, first-timers. All paces, all ages. Just show up.

DM if you are joining us and we will send you the registration link. 🏃

05/21/2026

Let’s normalize talking about your finances. Reach out to me and we’ll get the conversations started.

Your financial plan should make you feel lighter, not heavier.Money is one of the most emotionally loaded topics in most...
05/21/2026

Your financial plan should make you feel lighter, not heavier.

Money is one of the most emotionally loaded topics in most people's lives. It affects your sleep, your relationships, and your sense of security. When it feels uncertain, that weight follows you everywhere.

Clarity is the antidote. Not a perfect number, just a real plan built around your actual life. That shift changes everything.

Call us at 781-224-1632 and let's start that conversation. 💙

Best seats in the house.Got to go with Kalel and his crew to the New England Revolution game and we ended up right behin...
05/20/2026

Best seats in the house.

Got to go with Kalel and his crew to the New England Revolution game and we ended up right behind the goal. Moments like this are why we work hard. Not just for the plan on paper, but for the life the plan makes possible.

Family, community, and showing up for the people you love. That is what it is all about. ⚽

Address

300 Unicorn Park
Woburn, MA
01801

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