Zackary R Bolinder
Financial Advisor|QPFC
About me
Zack has been a financial advisor with Northwestern Mutual for over a decade specializing in comprehensive financial planning that integrates all aspects of one's financial life. Some areas Zack does his best work in are the following:
Planning for closely held business owners- employer/employee benefit planning, exit strategies
Retirement planning- accumulation and spenddown
Investment planning- investing lump sums or building wealth over time, goal based investing
Insurance planning- mapping out areas of risk in a plan, calculating human life value and finding happy medium between cost and benefit
Estate planning- asset inclusion, proper account set up to pass assets outside of probate, life insurance trusts(ilits), guidance
Debt reduction- prioritizing paydown, balancing saving and debt reduction
Building or amending a financial plan can be very complex and time consuming, Zack works to break down complexity in bite sized pieces and tends to focus on relevancy first. He does this by getting a broad understanding of where one is at and where one would like to go. The client and Zack determine relevancy together and work on an action plan to remedy the difference. Take time to schedule a meeting with Zack today by using his scheduler link to get direct access to his calendar.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
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.
