Philip Clark

Wealth Management Advisor

Role
Wealth Management Advisor at Northwestern Mutual
Location
Indianapolis, IN, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Philip Clark

We help clients create financial security. This is accomplished by focusing on the foundation first. Risk managment, protecting what you can least afford to lose which is your ability to earn an income. Once we are successful in protecting your earing ability, we can then assist in the area of wealth accumulation. This would include such things as retirement planning, education funding and/or a major purchase like a home, business etc. With success in this area, we then help protect what you have worked so hard to create. The last phase is wealth distribution and preservation which involves creating income for your life time as well as protecting your wealth from future taxes. In addition, to working with clients, we are always trying to identify outstanding individuals who would be interested in looking at our career opportunity. If you know someone, have them contact me. Specialties: Retirement Planning, Estate Planning and Survivor Income

Experience

  1. Wealth Management Advisor

    Northwestern Mutual

    Jan 1985 — Present

    Northwestern Mutual Financial Network-Indiana

Education

  • Indiana University - Kelley School of Business

    Finance

    1976 — 1980

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Philip Clark — Wealth Management Advisor at Northwestern Mutual in Indianapolis, IN, US | Unifers