Heather Welch Bahillo
Random image

Office: 414-817-5473

10050 S 27th St
Oak Creek, WI 53154-5527

Get a Map

Contact Me Page Corner
 
 

Sign Up for My
E-mail Newsletter

Stay informed on the latest financial security news you can use to help guide your future.

 

Refer a Friend

Do you know someone who might share your concerns about financial security?

 

Areas of Expertise

Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future.

  • Personal Needs Analysis
    Financial security is often a major objective in each of our lives. How financial security is defined varies from family to family and individual to individual. Through a personal needs analysis, I will let you know where you stand relative to where you want to be, and provide you with specific solutions that can help make your goals a reality.
  • Asset & Income Protection
    Assets that take years to accumulate can be consumed in a fraction of the time after a breadwinner dies or when an individual requires specialized care on an extended basis. Life insurance policies are designed with different needs in mind. Whether you are looking for temporary protection, lifelong protection, an efficient transfer of assets through your estate, or cash value accumulation, my expertise in personal life insurance can help you protect what's important to you, secure your future and improve your life.
  • Disability Income Insurance
    Disability insurance protects one of your most valuable assets-your ability to earn an income. A disability could suspend or terminate your income for an extended period of time. It may force you to close your business. With my expertise in disability insurance, I am able to recommend disability insurance products from Northwestern Mutual.