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 | Our Mission According to Dan Rivers, it goes without saying that the Louisville Office of Northwestern Mutual will provide excellent, knowledgeable and reliable service to its clients. The Louisville Office sees what is sometimes easy to overlook. This is how this excellence is served up. “It is our promise to you, our client, that we will approach our work with enthusiasm and empathy,” Dan explains. “We would be nothing without you. It is our mission to remind you of that at every opportunity.” A Network of Expertise “Our network is made up of dozens of Financial Representatives and specialists. We work as a team to identify innovative ways to help our clients reach their financial goals.”
The Louisville Network Office can also service your employee benefit needs through an affiliated group that provides Strategic Employee Benefits Services.* What follows is a list of some of the services that this office is particularly expert at providing. Financial Planning Long-term financial success doesn't happen by chance. Each area of your financial life can have an impact—positive or negative—on your other goals. Understanding these interrelationships is important as you deal with ongoing economic issues. Financial planning is a life-long process that assists you and your family in taking control of your financial future. By setting financial goals, developing strategies, and monitoring the progress on a regular basis, the likelihood of achieving your results is greatly increased. Personal Needs Analysis Are you where you want to be financially? Are you prepared to fund your children's education in the years to come? Are you on the right path to a comfortable retirement? Your Financial Representative can provide you with a personalized needs analysis to help you create an approach that will help enable you to reach your financial goals. To chart a course that's best for you, your representative will ask you many important questions, then provide you with an in-depth analysis of the solutions that are right for you. Your representative will keep in touch to see how your plan is working to meet your goals and will be there to help you adjust your plan as your needs change. Business Needs Analysis Many business owners start out with a plan for growth and success. Now that you've made something of your business, do you have a plan to protect your success? Our business planning specialists can prepare a business needs analysis for you to evaluate your risk management, business continuation and employee benefit needs. They will work in cooperation with experienced specialists from The Northwestern Mutual Financial Network and your own advisors to help develop a strategy that will accomplish your specific financial objectives. Investment Services Developing a financial strategy will help you reach your dreams for tomorrow. A Financial Representative, who is a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS) will work with you to create an investment approach that helps meet your financial needs and works to accomplish your long-term financial goals. Estate Analysis You've worked hard to build your estate over your lifetime. Probably the last thing you want upon your death is your heirs being forced to sell a portion of your estate to pay taxes or debts. Our estate planning specialists can work with you to put together and execute an overall plan to protect your assets and help ensure your estate is settled the way you desire. Employee and Executive Benefit Services Employee benefits are an important part of the growth of your business. Benefits such as health insurance, pension plans, group life and disability income plans make up the compensation package that helps ensure continued employee satisfaction and well-being within your company. Planning for employee benefits can be a complicated, technical and time-consuming matter. Working with a specialist from our Network affiliate, Strategic Employee Benefit Services, a nationwide program providing employee benefit services, we can help you create a plan designed around the unique needs of your company. Advisory Services The professional advisors of Northwestern Mutual Wealth Management Company® are dedicated to helping successful people solve complex financial issues, and identify the core values, beliefs and legacies they want to perpetuate for themselves, their families and their communities. In partnership with your attorney and accountant, our advisors will help you preserve and enhance your financial wealth through professional asset management, financial planning, estate planning, and trust services. |  |  | | |||||||||||
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