Brett Neugebauer
Growth and Development Director @Northwestern Mutual
Signup · Get unlimited contacts
WORK HISTORY
Growth and Development Director @Northwestern Mutual
Cincinnati, OH, US
EDUCATION
The American College of Financial Services
Retirement Income Process, Strategies and Solutions
Xavier University
Bachelor of Science - BS, Business Administration, Management, Entreprenuership
SKILLS
ABOUT BRETT NEUGEBAUER
Equipped with over a decade of experience in the financial industry, I understand there’s a need for a strong, collaborative & intentional Advisor relationship with individuals and their finances. I value communication as one of my strongest bonds. I communicate & plan on a level that is helpful for established individual\'s, married families and business owners to understand, whether it be:*Receiving a strong second opinion on your current investment portfolio *Effective ways to optimize previous employer retirement accounts 401(k)\'s, 403(B)\'s, IRA’s, Pensions, etc.*Solutions towards avoiding ‘Uncle Sam’ by funding into tax-advantaged buckets 🪣*Analyzing your current retirement path & how to be 100% on track *Best practices on navigating through market volatility & high inflationary periods *Funding for future education related expenses for your children*Protecting yourself & your family through proper insurance planning 🩹*Seeing the value added to your finances when you work with a Financial Advisor backed by a Fortune 90 Company Brett\'s Office #51••••••47 (*phone calls only)Brett\'s Email : b••••••••@nm.com
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.