Expertise
As part of Northwestern Mutual, our financial representatives draw from a wide range of resources to offer clients customized solutions that will help meet their individual financial needs. With exclusive access to world-class products and services such as life insurance, disability income insurance, education funding alternatives, retirement solutions, estate analysis, and business needs analysis, our representatives can create a personalized and flexible approach that incorporates complementary financial solutions for each of their clients.
Having expert resources to draw upon is the key to our representatives’ success. Representatives work in collaboration with our team of expert advisors and specialists.
Clients rely on the knowledge and insight of their representatives for guidance and an approach that is versatile enough to accommodate life’s changing situations.
Areas of Expertise
Disability Income Planning
Disability income insurance protects one of your most valuable assets-your ability to earn an income. A long-term disability could suspend or terminate your income for an extended period of time. Your Financial Representative can offer you expertise on disability insurance products from Northwestern Mutual to help ensure a source of income in the event of a disability.
Long Term Care Planning
After a lifetime of work and proper preparation, a secure retirement can be your reward. That security will only be as strong as your ability to stay healthy. Most people would agree that their most important asset is their health. That is why it’s important to ensure that if you are ever faced with an extended illness, you will receive the kind of care you need. Our specialists will assist you in determining your long-term care needs and design solutions tailored to your unique situation.
Investment Strategies
Without a coordinated investment strategy, it can be difficult to build an effective investment portfolio that helps meet your financial needs. A Financial Representative, who is a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS) can offer you access to a wide range of investment products and services to develop investment solutions aimed at meeting your financial objectives.
Estate Planning
You’ve worked hard to build your estate over your lifetime. Probably the last thing you want upon your death is your heirs being forced to sell a portion of your estate to pay taxes or debts. Our estate and business planning specialists can assist you with estate, business and executive benefit solutions to protect your assets and help ensure your estate is settled the way you desire.
Employee and Executive Benefits Planning
Employee benefits are an important part of the growth of your business. Benefits such as health insurance, pension plans, group life and disability income plans make up the compensation package that helps ensure continued employee satisfaction and well-being within your company. Designing an employee benefit approach can be a complicated, technical and time-consuming matter. Working with a specialist who offers access to comprehensive employee benefit services through local and independently owned companies, provides a number of advantages, including experienced professionals with access to top providers and a wealth of benefit choices tailored to meet your business’ ever changing needs.
Financial Planning
Long-term financial security doesn’t happen by chance. Many things in life can have an impact – positive or negative – on your financial well-being. I’m here to help you take control of your future. Together we’ll identify your most important goals and dreams, and build and implement a financial plan to help you achieve them. And because life is unpredictable, we’ll monitor your progress on a regular basis to ensure your plan evolves as your needs and the situation around you changes.
