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Tariffs Add Another Challenge for Investors to Consider
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Joseph Scott
Financial Advisor|RICP®
Play to Win!
Clarity. Simplicity. Execution.
Clarity + Simplicity = Execution
Are you living by design or by default? Are you playing to win? Are you living up to your fullest financial potential? Let's create the game plan and go execute!
Our firm is here to keep the end in mind and help you think with hindsight. We will help you identify what is important and have your goals and objectives as a top priority. We will help you create a roadmap on how to get to your destination and be prepared when life throws us a curveball.
Strong Offense + Strong Defense = Winning Championships
For you and your family to win, we believe in wholistic financial planning that consists of a strong offense and defense. We want to mitigate the risk of unforeseen circumstances while also growing for the future. Together we will create a game plan to execute with the appropriate tools and strategies that are tailor to your unique situation.
Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
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.
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