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The Millennial’s Guide to Retirement Planning
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Wade Weldon
Growth and Development Director|CFP®
My Mission
My mission is to partner with clients to help achieve their vision of financial success. My team takes our clients through a consultative and comprehensive financial planning process to design a plan to turn your vision into a reality. We seek to understand who you are to align the plan with your values, family situation, and goals for the future. We work closely with our clients to implement, evaluate, and adjust their plan throughout different phases of their lives.
Helping you live your best life.
I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.
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