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The Millennial’s Guide to Retirement Planning
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As the old saying goes, "life happens when you're busy making other plans". Our mission is to secure your future, and organize your financial life with your vision in mind. By working together to establish your wants and needs, we will implement a plan that is tailored to you. So when life does happen, the plans will already be made.
"As a Northwestern Mutual Wealth Management Advisor, in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation."
- George Kramer Erie, PA
George Kramer works extensively with Physicians and Dentists on their financial security needs. Read about our patented claim process Disability Income Insurance for Medical Professionals.
George Kramer strives to provide custom financial solutions for his clients and those they care about. To that end, he has continued his education, earning a Masters of Business Administration (MBA) from Gannon University, and the designations of Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) and Retirement Income Certified Professional (RICP®).
George Kramer has been providing financial solutions for his clients in the Erie, PA area since 1993.
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4