As our clients’ financial advocates, we are committed to proactive planning, challenging conversations, and intentional results.

We understand that between your professional life, your family, and your day-to-day, appropriate attention is not always given to your financial planning.

Where do you find the time and where would you even start?

Let our team help walk you through your planning, step-by-step, to get you back on track and driving towards your goals.

 

Planning Analysis

Each of our engagements is focused on a holistic financial plan, where we use a unique tool called the Planning Analysis to model a tactical vision for your future.

Risk Management

Your health is a variable in your financial planning that is outside of your total control. Because of that, we need to protect your plan against unforeseen changes in your health. We do that by shifting this risk to an insurance company through disability, life and long-term care insurance.

Debt Management

It is irrelevant for us to discuss a positive return on your money if that return is going to go right back out the door to service a personal line of credit. While we do believe in using the bank’s money, we make sure we are using it wisely at every step.

Cash Flow Management

Your future is predicated on understanding where your dollars are going and how to be intentional about where they end up. We will look at everything from normal day-to-day expenses to large purchases to make sure we have a grasp on your cash flow.

Investment Strategy

Before we ever discuss rate of return of asset allocation, we need to identify why we are investing these dollars in the first place. If we can tie every investment effort back to a specific goal, then we can make decisions with clarity and purpose, not emotion or fear.

Wealth Creation

As you look beyond your personal professional career into new business opportunities, you can count on our team to be with you every step of the way to make sure the foundation is laid for future success

 

Let our team be your guide. Reach out to Nicole, our Practice Manager, to schedule your Financial Planning Audit. We would love to meet you.

Nicole Martz | nicole.g.martz@nm.com | 501.358.3733

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Drew Anthony Gainor

Managing Director

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck