David Yedvobnick
Financial Advisor & Proactive Partner | Insuring Your Greatest Asset with Comprehensive Long-Term Solutions | Empowering Others through Accountability | Planning for Financial Independence Through Financial Security
- Role
- Financial Advisor at Northwestern Mutual
- Location
- Champaign, IL, US
- LinkedIn followers
- 500 followers
About David Yedvobnick
I’m passionate about helping people. As a Financial Planner partnering with Northwestern…
Experience
Financial Advisor
Jun 2019 — Present · Champaign, IL, US
Knowledge is power: you hear it all the time, but knowledge is not power. It’s only potential power. It only becomes power when we apply it and use it… If knowing is half the battle, action is the second half of the battle.”- Jim KwikA plan is only as good as your willingness to implement it. My practice is built on empowering clients to take charge of their financial futures. When we sit down to develop your financial plan, we’ll walk through each detailed step as a team. Throughout this process, it is my responsibility to impart to you the knowledge and skills you need to hold yourself accountable. Crafting a plan with your buy-in at each stage along the way ensures you are in control of and committed to your success. I take a protection-first approach to financial planning because you cannot solve a problem you did not know existed. The number one issue I see among first-time clients is that their biggest asset, the ability to earn their income every year, is not covered by a comprehensive long-term disability program. I am a firm believer in taking the steps to future-proof your financial plan by putting adequate protections in place for the near and long term. In addition to my services, my clients have the ability to tap into the larger Northwestern Mutual network of expertise. I understand that the most prosperous relationships between client and advisor are grounded in partnership and trust, and I will do everything in my power to ensure you are equipped with a robust strategy.If you are seeking a trusted advisor to help you develop a comprehensive, protection-first financial plan, I’d love to connect.(217) 3••••••••@nm.comSpecialties: Financial Planning | Life Insurance | Disability Planning | Retirement Income Strategies | Multigenerational Planning | Risk Management | Estate Planning | Education Funding | Wealth Management
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