Scott M Dunlap, RICP @ Northwestern Mutual

Scott M Dunlap, RICP @ Northwestern Mutual

New
Offers online services
New
Offers online services

About

I am dedicated to building successful futures and my purpose is to help people in any way that I can. Whether that is building you a holistic financial plan, coaching, or generally being a mentor, I can help. I've personally seen the impacts of successful plans put into place and how it dramatically affects an individual and their family's future. My team and I help people reach their life, personal, and financial goals as well as become financially secure for generations to come. My team and I typically work with medical professionals and business owners. We specialize in specialize specifically in the medical market, as new physicians have several financial hurdles to navigate. We also work well with people who are about to enter retirement or are in retirement, as a distribution specialist. Our clients appreciate the fact that we take the time to educate them about financial plans and futures, instead of just making recommendations. We want to make sure that what we do not only make a difference in your life, but you understand why we are implementing a financial plan. Reach out to me now at 317.238.6508 or [email protected] and we'll set up an appointment to help build your future!I am dedicated to building successful futures, giving back to the community, and growing as a person. My purpose is to help people in any way that I can; whether that is working with you towards a holistic financial plan, coaching, or generally being a mentor, I can help.

At Northwestern Mutual, I have worked with many clients to navigate through their financial future by tailoring a unique financial plan based on each client's diverse needs and objectives. If you’re looking for a steady hand, know that I’ll be working alongside you every step of the way.

I specialize in working with:

• Medical Professionals - Physicians, Surgeons, Anesthesiologists, PT/OTs, Operations, and Executives

• Business owners, Start Ups, Tech/Media, Development

• Pre-Retiree & Retirees

Reach out to me at:

317-238-6508

[email protected]

https://www.northwesternmutual.com/

Guiding people through their financial journey. Creating understanding, stability, and a support system during accumulation AND distribution of their wealth.


Highlights

6 employees
10 years in business
Serves Indianapolis , IN
Offers online services

Social media


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Frequently asked questions

Initial discovery conversation, in person or over the phone - this is simply information gathering as well as introductions. Once we complete this, we have a second meeting, reviewing a custom-tailored financial plan, complete with step-by-step recommendations, and follow up timelines. 

FINRA Series Licensure, Risk Management Fixed & Variable Licensure, Retirement Income Certifed Professional (RICP), and on going continued education.

ChFC & CFP currently in progress

Since clients income and situations vary, we'll custom design different services unique to that client. There is no upfront or planning fee for our initial consults. 

I want to have a significant long-term impact on peoples' lives by being an advocate and guide throughout someone's financial journey. 

Small Business Owners, Medical Professionals, Software Developers/IT/Technology, Start-ups, etc

Find someone who wants to grow with you, who's accessible, and truly cares about your wellbeing.  

What services are offered? Is it just Investments, Insurance, or fee-based planning? Ideally, you want someone who can do all 3 of those and integrate it with your life. 


Services offered

Financial Services And Planning