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The Millennial’s Guide to Retirement Planning
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Partnering to create a Financial Plan designed to achieve the future you want
Our Mission
Our mission is to provide a customized approach to financial planning. We partner with our clients to help achieve confidence and peace of mind on their path to financial wellness. We develop and actively maintain holistic financial and retirement plans for individuals, families, and businesses that are customized to address each clients specific needs, wants and goals.
Our Planning Principles and Standards
Habits → Prioritize your future & build disciplined financial habits
Risk Management → Protect your income & assets from life's uncertainties
Investing → Utilize diversification and asset allocation
Taxes → Implement a plan with tax efficient strategies
Distribution → develop a plan for tax efficient income in retirement
Join Our Team
Northwestern Mutual - The Zara District Office is always looking for great individuals to join our team. If you or anyone you know has an interest in financial planning, or looking for a great internship, please reach out to myself or our Director of Recruitment & Selection, Cassandra Clemens.
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