Brendan G Meyer, CFP®

Financial Advisor

Most people have insurance. Most people have investments. Most people have goals for themselves and their family.

Few people have a plan to coordinate all 3.

I believe true financial security is a feeling of confidence. A financial plan is simply the road map to each individual’s version of financial security.

I find my clients are busy trying to balance their personal and professional lives and often don't have the time to focus on their financial affairs. I work with successful business owners and professionals to coordinate a well rounded financial plan to ensure success regardless of the ups and downs that pop up along the way.

 

#IfItWasUpToMyKid

Home is where the greatest moments are shared and where the most valuable and meaningful memories are made. But sometimes, life happens. From technology and social media to work-life imbalance to competing schedules, families can struggle to be present and connect on a more personal level at home.

This fall, Northwestern Mutual wants families to find that connection at home again. Parents can submit a video or photo of their kid's ultimate home experience inspiration — the bigger, the more out-of-the-box, and the more imaginative the ideas, the better — and we may just ring your doorbell to make your dream a reality!

To enter:  Join the conversation on social and enter to win with #IfItWasUpToMyKid! 

Learn more and submit your entry here now.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck