Northwestern Mutual

Northwestern Mutual

New
Offers online services
New
Offers online services

About

Our team approaches financial planning with integrity and passion being our driving forces.

Building a finanical plan depends on the individual/individuals' needs, wants, and desires. Every plan is different.

Our first job is to listen to you, and learn what is important to you. Then we begin the task of gathering information from you, and building the plan, which might include investment and insurance strategies, addressing estate or business planning needs, all while making sure we do so with the a quality service you will enjoy.

We offer investment services, life, disability and long term care insurances, estate planning, business planning, and multiple other services.

The relief on our clients' faces when they have a plan they know will work for their needs, desires and wants.

And to know that our clients and their families are taken care of in the risk management area against things like a life altering disability or even an unexpected death.


Highlights

2 employees
9 years in business
Serves Tyler , TX
Offers online services

Payment methods

Cash, Check

Social media


Details

Comfort with finances

Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances

Career stage

Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired

Annual income

$100,000 - $150,000, $150,000 - $250,000, Greater than $250,000

Service type

General financial planning, Retirement planning, Life insurance review, Investment review, Trusts or estate planning, Annuities, Mutual funds

No reviews (yet)

Ask this therapist for references. There's no obligation to hire and we’re here to help your booking go smoothly.

Frequently asked questions

The first step would be to talk with them to see exactly what they are wanting to accomplish with a finanical plan. 

We usually work with clients who are executives, business owners, physcians, pharmacists, dentists or other high earning professionals. We also work with retirees who are needing help managing retirement. 

I have the investment licenses 6 and 63 along with life insurance licenses in multiple states, and hold the designations of ChFC and CLU. 

No.

There is no one size fits all scenario here in our office. Every plan is different and thus pricing is different. 

Where we differ from other planners, is we do not charge for our planning services. We get paid if we offer recommendations and the client decides to act on those recommendations. 

I was recruited by a friend who was the recruting agent for this area. 

Retirees, physicians, attorneys, other professionals, and business owners. 

Get to know them, be wary of anything that sounds too good to be true. Look at the company in which they are promarily affiliated with, and the ratings of that company. 

Unfortunately as with bad doctors or attorneys, there are also bad finanical advisors/planners, who have their bottom dollar as their driving force, not your needs. 

Will I listen to the pro or do I have a pre concieved idea of how I should be working on my financial plan. 


Services offered

Financial Services And Planning