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The Millennial’s Guide to Retirement Planning
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A plan as unique as you
David F. Szelingowski
Financial Advisor
Helping clients across the country plan for this thing called life.
Our Mission
My team and I focus on developing enduring relationships with clients from across the country who are passionate about planning, protecting, and growing their wealth for the future. We work to maximize our clients' income earning years by creating highly customized financial plans and savings strategies tailored to help them achieve their family's goals, not ours.
Financial planning
Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
