Neil Fortwendel

About Neil Fortwendel

We help successful professionals achieve a lifetime of financial wealth and security by aligning their actions with their intentions. Whether its creating, managing or protecting one\'s wealth, we assist people in identifying the opportunities in their planning, as well as potential landmines, and ultimately help them take the concrete steps needed to become financially successful. Our approach is not to conduct a quick, 30-day transaction with clients. Our desire is to engage in a 50-year trusted relationship spanning over multiple family generations. We accomplish this by thoroughly engaging with clients and developing a true financial game plan that is centered around the client\'s goals and personal needs. This comprehensive plan will encompass one\'s retirement wealth accumulation and distribution strategies, tax management and sensitivity of those assets, estate planning and the ultimate legacy of their assets, and any associated risk management planning initiatives to protect and/or replace one\'s wealth or income. We periodically stress test the financial plan\'s desired outcomes, based on the saving/planning that has been done thus far, and adjust accordingly as goals get closer or become realized. I have learned over the past two decades that most financial advisors are more interested in financial selling only.but few have the desire or the capacity to do the comprehensive financial planning and detailed analysis work that clients desire and deserve. That is where we are different.

Experience

1. Financial Advisor

   Northwestern Mutual

   May 2004 — Present · Evansville, IN, US

   Fiduciary Wealth Management, Risk Management and Holistic Financial Planning

Education

• The American College of Financial Services

  CFP, Financial Planning

• University of Southern Indiana

  Bachelor's of Science, Finance and Economics

  2000 — 2004