Brendan McDermott

About Brendan McDermott

Brendan McDermott, CFP®, CLU®, RICP® is a Wealth Management Advisor with Bison Wealth…

Experience

1. Wealth Management Advisor

   Northwestern Mutual

   Sep 2011 — Present · Jackson, WY, US

   Brendan McDermott understands that the best way to achieve your financial goals is to identify your current financial picture with your future financial goals. By listing your goals and objectives, identifying your assets and liabilities, and comparing what you have to what you want, he works with clients to define their vision of a secure financial future, focusing on providing solutions in line with that vision, and working towards achieving results.Over a lifetime, most people will experience many different financial needs and circumstances that can be summarized into three stages: risk management, wealth accumulation, and wealth preservation and distribution.Risk Management: The foundation of the financial pyramid, you protect that which you can least afford to lose—your earning power.Wealth Accumulation: With that foundation firmly in place, you accumulate wealth in a tax-efficient manner for specific goals such as your children\'s education, retirement funding, or a future financial need.Wealth Preservation and Distribution: Success in the wealth accumulation area creates the need to preserve and distribute that which you have worked so hard to accumulate.Life\'s complexities leave little room for \"standard\" approaches, so Brendan uses a four-step approach in working with clients:Get to know clients Analyze Needs Identify Solutions Keep in Touch

Skills

• Microsoft Excel
• Marketing
• Strategic Planning
• Analysis
• Philanthropy
• Microsoft Office
• Insurance
• Small Business
• Retirement Planning
• Financial Services
• Mutual Funds
• Nonprofits
• Risk Management
• Life Insurance
• Finance
• Business Planning
• Community Outreach
• Event Planning