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.

We believe:

  • Clients are best served by a relationship where the advisor acts solely in the client’s best interest
  • Financial plans work best when insurance and  investments are coordinated together
  • The objective of planning is achieving goals, not chasing better returns

We have a niche expertise serving:

  • Executives & business owners ready to ‘dump out the box’ and put together a comprehensive master plan
  • Individuals entering retirement
  • Families with special needs children

 

Brendan G Meyer

Brendan G Meyer, CFP®

Wealth Management Advisor

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.