Success is built on strategy

It is the start of a playoffs game.  Would you expect your team to win if they had no game plan?  There is the possibility of a stroke of luck or a one-off fluke, but continued success is not built on happy accidents—it is built on strategy. 

The same is true for building wealth.  We all get to a point in our careers when we realize that contributing arbitrary amounts to multiple retirement accounts without a strategy is no longer acceptable.

Think of your wealth as a team—each player with their own role.  Asset allocating, tax efficiencies, retirement accounts, managing risk, estate planning, business planning, etc.  The more the players practice together, understand the common goal, and communicate with each other, the greater their chances of winning grow.

Whether you’ve climbed your way up the steep corporate ladder or you’ve built your own company, it is time for a calculated look at your current strategy.

Conversations are free, so click the button below and let’s give your game plan a fresh look.

brian.acker@nm.com

 

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The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

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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.