Darling Lie-Nielsen

About Darling Lie-Nielsen

My background is my fabric. I am a child of two immigrants who sacrificed a financially…

Experience

1. Financial Advisor

   Northwestern Mutual

   Jun 2003 — Present

   Every day I am given the opportunity to guide individuals and their families through courageous conversations. The process of identifying what is important to them is a critical element in determining how to protect and plan for the future. My goal in working with clients is to become the center of their financial lives and support them throughout their entire financial journey. I feel a deep responsibility to my clients in helping them realize their hopes and dreams. This belief holds me accountable to putting their interests first and always working hard to help them achieve their goals. From debt reduction strategies (i.e. budget planning, student loan consolidation, etc.) to strategic retirement planning, I focus on taking an individualized, holistic approach to financial planning because I know that each person has a unique story. Feel free to reach out to me if you know someone I should meet or if I can be of any help to you: 30••••••96 d••••••••@nm.com

Skills

• Budget Planning
• Succession Planning
• Employee Benefit Strategies
• Mutual Funds
• Bond Market
• Term Life Insurance
• Student Loan Consolidation
• Permanent Life Insurance
• Long-Term Care
• Wealth Preservation Planning
• Investments
• Fixed Annuities
• Emergency Funds
• Long Term Care Insurance
• Financial Advising
• Insurance
• Strategic Consulting
• Retirement
• Asset Protection
• Series 7
• Retirement Planning
• Investment Management
• Education Funding
• Stock Management
• Strategic Planning
• Budgeting
• Retirement Savings
• Finance
• Asset Management
• Risk Management
• Wealth Management
• Retirement Plan Consulting
• Personal Financial Planning
• Estate Planning
• Financial Planning
• Trust Services
• Convertible Bonds
• Life Insurance
• Goals-Based Financial Planning
• Financial Services