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Know your Roots - Be a Good Steward - Live your Vision - Leave a Legacy


Helping Create Your Financial Plan

Our team is committed to leading the communities of East Texas and beyond in the ongoing pursuit of financial security by developing a plan for success that fully addresses both risk and saving strategies, while setting the standard for community service; one business, ones family, and one individual at a time.

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement.  We exist to help you in creating a personalized financial plan that encompasses all of your financial goals and lays down the path for success, regardless of the hurdles that can lie in the way.

That being said, achieving financial security takes more than just creating a comprehensive plan; you also have to take action on your plan, and evaluate and adjust it over time.  Together, we'll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings.

Please feel free to contact our office if you would like to further explore whether or not our process is a good fit for you and your family.  Thank you for the opportunity to serve you.


Have you Logged into your Client Website Yet?

Rebekah, our Director of Client Relations, is available to help walk you through the process if you have any questions or concerns!


Sign Up for Our E-Newsletters

Stay informed on the latest financial security news you can use to help guide your future. NewsBrief is published and e-mailed to you monthly at no cost! Click the link below to sign up:

  • NewsBrief, sent monthly with articles on financial security news

 

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

Getting To and Through Retirement

The strategies you use to get to retirement are not the same strategies you'll need to make sure your money lasts through retirement. Watch this short video to learn why.

 

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