Scott M Dunlap, RICP @ Northwestern Mutual
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
https://www.northwesternmutual.com/
Guiding people through their financial journey. Creating understanding, stability, and a support system during accumulation AND distribution of their wealth.
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
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.
What education and/or training do you have that relates to your work?
FINRA Series Licensure, Risk Management Fixed & Variable Licensure, Retirement Income Certifed Professional (RICP), and on going continued education.
ChFC & CFP currently in progress
Do you have a standard pricing system for your services? If so, please share the details here.
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.
How did you get started in this business?
I want to have a significant long-term impact on peoples' lives by being an advocate and guide throughout someone's financial journey.
What types of customers have you worked with?
Small Business Owners, Medical Professionals, Software Developers/IT/Technology, Start-ups, etc
What advice would you give a customer looking to hire a pro in your area of expertise?
Find someone who wants to grow with you, who's accessible, and truly cares about your wellbeing.
What questions should customers think through before talking to pros about their needs?
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.