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The Millennial’s Guide to Retirement Planning
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Patrick J Marget
Financial Advisor|J.D., CPA, CFP®, CLU®
Helping you live your best life.
Pat Marget is a 23-year veteran with Northwestern Mutual. Leveraging his experience and expertise, Pat’s specialties include Bank Owned Life Insurance, business succession planning, estate planning, life insurance planning, and overall financial planning.
My Mission
“My mission is to develop and maintain long-term relationships built on high integrity, best-of-class service, and continued guidance to fully understand my client’s vision and dreams so that I may provide relevant solutions for both their personal and business financial needs.”
–Patrick J. Marget, J.D., CPA, CFP® CLU®
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