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5 Times You’ll Be Able to Teach Your Kids About Money Management
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Daniel Carver
Financial Advisor
Building a Plan to Help you Reach Your Financial Goals
I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.
Our planning platform uses different products such as whole life insurance, term life insurance, long-term care insurance, long-term disability insurance, annuities and various investment vehicles to help you reach the goals which are important to you, your family and/or your business.
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4
Boost your financial knowledge.
Not only do I provide education at our office in upstate South Carolina on various strategies using whole life insurance, term life insurance, long-term care insurance, long-term disability insurance, annuities and investment solutions, but I strive to work only for our clients to achieve their goals.
Life insurance: protect you and your loved ones.
You've worked hard to build a life you enjoy with the people you love, let's make sure you protect it. We'll work together to figure out how life insurance can meet your needs. Here are a range of options you can consider to fit your needs: