Marcus Powers

Financial Advisor @Northwestern Mutual

Lincoln, NE, US

I specialize in guiding businesses, families, and individuals toward financial prosperity through customized and strategic comprehensive financial planning. With a focus on investment management, tax strategies, retirement planning, and risk assessment, I leverage my extensive experience to create personalized strategies that align with my clients\' unique goals and values. Working closely with business owners, I help navigate the complexities of- Financial growth - Succession planning - Employee benefits and retention strategies - Risk mitigationFor individuals and families, I focus on building a secure financial foundation and helping protect and build wealth through- Building comprehensive financial plans and forecasts - Retirement planning - Optimizing wealth growth through investment recommendations - Strategic tax planning - Debt management and leverage - Risk mitigation through life insurance, disabiltiy, and long term careKey to my approach is the establishment of strong, trust-based relationships with my clients. I prioritize transparency, open communication, and ongoing education to empower clients to make informed decisions. Regular reviews and adjustments to financial plans ensure that we remain aligned with evolving goals and market conditions.

University of Nebraska-Lincoln

B.A.

University of Nebraska College of Law

Juris Doctor with distinction