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PLANNING PHILOSOPHY

Making great decisions about your wealth, whether you are deciding to grow it or protect it or both, starts with sound thinking; thinking that makes sense. Here’s how our thinking starts when it comes to helping you make important financial decisions.

With financial independence, family legacy and risk management solutions in place, wealth optimization becomes the focus of the planning process. We use a unique and disciplined values-based approach to help you make wise choices and to help ensure that your plan is focusing on what you value.

We break the planning process into four quadrants or phases, each one representing one planning cycle: Discovery, Creative Solutions, Strategy Deployment, and Results Management.

Discovery

Identify and think about the problem. The first phase begins by thinking clearly about the problem. This is called the Discovery phase and this is where clarity is achieved around your goals and planning gaps are identified.

Creative Solutions

Think about the solution. The second phase is the Creative Solutions phase where you think clearly about the solutions and make decisions regarding closing the planning gaps.

Strategy Deployment

Implement the solution. The third phase is the Strategy Deployment phase where you implement the solution and help achieve your desired results.

Results Management

Manage the results. The final phase is the Results Management phase where we establish a plan to manage and implement the results. This assures you have confidence your plan will work over time.

Working with a knowledgeable and experienced planner who has access to current technologies and a thorough understanding of tax efficient strategies and financial planning techniques is important. Working with an advisor who takes the time to understand your unique desires and goals is critical.

Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.

TO LEARN MORE ABOUT NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC AND ITS FINANCIAL REPRESENTATIVES, VISIT: FINRA BROKERCHECK