Coedell J. Simpson
Financial Representative @Northwestern Mutual
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WORK HISTORY
Financial Representative @Northwestern Mutual
Stamford, CT, US
EDUCATION
ASA College
Accounting
ABOUT COEDELL J. SIMPSON
My mission is simple- To help others get the absolute most out of life by enabling them to spend more time doing what they love and are great at. I believe one\'s life purpose and passion need to be at the center of their financial plan. The result is a plan based on your vision, not simply your balance sheet. This starts with helping you become clear in your objectives by identifying and prioritizing what matters most and understanding what\'s possible. My disciplined approach integrates: • Cash flow analysis • Risk management • Distribution strategies • Investment management • Tax minimization • Legacy planning
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