EXPERTISE THAT PROVIDES YOU           PEACE-OF-MIND

Many of our clients have historically thought that the need for a wealth management advisor comes into play when there is a major change in life circumstances or when they experience tremendous wealth.

The truth is – partnering with a wealth management advisor early in life is what assists individuals in maximizing their wealth potential and achieving their goals earlier.

We partner with our clients to teach them how to maintain or bolster their current lifestyle while preparing for a successful retirement. - Dave Park

 

 

 

HOW SOLID IS YOUR WEALTH MANAGEMENT PLAN?

We are all going to retire – whether we are ready or not. Have the peace of mind of a solid plan that helps you retire successfully.

Our team provides comprehensive financial plans for individuals and families with simple or complex needs.

We facilitate healthy conversations with individuals, couples & families throughout multiple generations.

We cultivate an environment where our clients feel safe about engaging in open and honest conversations regarding their financial viability. We help tease out some of the important, critical elements of your financial health – and provide plans and solutions to help you feel better about your financial future and more confident in achieving your goals.

We offer guidance and comprehensive plans for every lifestage/lifestyle:

  • Successful executives planning their retirement

  • Executives determining a corporate legacy plan

  • Companies looking to create or amend their retirement plans

  • Families needing holistic planning

  • Pre-retirees that need distribution strategy for retirement

  • Or Professionals launching your own business

Team photo

KNOW WHAT TO EXPECT IN OUR PLANNING PROCESS

We all say that our money is “spoken for” – but through our discovery process, we help determine if it is “spoken for” by the right things.

We use a systematic approach so that clients know exactly what to expect when they work with our team.

  • We take the time to understand the goals of our clients.

  • We analyze your current plan to see how it can be improved upon.

  • We create a comprehensive financial plan for the long view that includes:

    • Distribution Planning
    • Risk Management
    • Wealth Management
    • Retirement Planning
    • Wealth & Income Protection
    • “Bucket List” Planning & Guidance
    • Trust & Estate Planning
    • Annual Budgeting
  • We conduct annual reviews to adjust the plan to support life changes.

  • We provide expert guidance and superior customer service throughout our lifetime partnership.

We provide you with a vehicle to become retirement ready – and we delight in watching our clients’ dreams come to life.


 

David C Park, CLU®, ChFC®, CLTC®, CASL®

Wealth Management Advisor

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck