Mark A.

About Mark A.

As a Wealth Management Advisor at Northwestern Mutual Wealth Management Company, I…

Experience

1. Wealth Management Advisor

   Northwestern Mutual

   Aug 1993 — Present

   WHAT I DO:Together, we\'ll look at where you are, wherever that is. I\'ll then give you multiple strategies specifically designed to take you where you want to go. Here\'s how we\'ll get it done:• Look at where you are today: Your plan will help you make the most of what you already have, no matter where you\'re starting from, and give you a snapshot of your financial big picture.• Identify where you want to go: Define your goals, short or long-term, like debt management or retirement savings. Your financial plan acts as a roadmap, tracking progress, identifying successes, and highlighting gaps.• Put together a range of options to get you there: Personalized advice and strategies will help grow and safeguard your wealth. I\'ll guide your current and future financial decisions, ensuring the flexibility of your plan to meet evolving priorities and achieve consistent goals HOW I DO IT:I have well-established processes and industry-leading software to evaluate the current well-being clients\' financial portfolios, identify opportunities for improvement, perform a comprehensive analysis, and propose optimization strategies, as well as the proper vehicles to achieve the desired results. WHAT MAKES ME DIFFERENT:Our comprehensive planning software tells you where to invest, and can evaluate strategies to decrease taxes and increase retirement income and legacy assets for your family. Want To Learn More: 57••••••33

Skills

• Strategy
• Investments
• Finance
• Strategic Planning
• Leadership
• Insurance
• Management