How does one choose from the numerous financial advisors on offer? I chose Northwestern Mutual due to its ethos of listening well to establish and execute ongoing life long, holistic financial plans as follows:
First, PROTECT clients against risks to their current and future income streams.
Second, ACCUMULATE wealth via a thoughtful, risk-adjusted, client-appropriate savings/investment plan.
Third, ensure that DISTRIBUTION of wealth during retirement is efficient in terms of both minimizing the impact of taxes and maximizing ongoing portfolio growth potential.
Finally, STRENGTH is critical. Northwestern Mutual has the highest financial strength ratings awarded to any life insurer. It also offers product strength, by paying industry leading dividends on individual life and disability income insurance, as well as by delivering solutions for businesses such as employee retention plans and a variety of employee benefit plans.
Northwestern Mutual chose me due to my 35 years of financial services and life experience gained in Asia, Europe and the US. This includes hands on experience with municipal bonds, currencies, emerging market debt, private and public equity, hedge funds and fixed income. This has resulted in an international, multi-asset class perspective on investment portfolios which is often unique.
Please contact me directly on 435-901-7155 or firstname.lastname@example.org to see how Northwestern Mutual and I can help you or your business manage your risks and achieve your existing goals and possibly some you may not have considered. To learn more, visit my website markbrown.nm.com.