Plan Now for Your Future

Financial planning doesn't happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow or transfer wealth, as a Wealth Management Advisor, I can help. I understand the complex financial issues and the ways in which these issues might affect your future.

Financial planning requires a commitment of time—yours and mine. My team and I will work to understand your current personal and financial circumstances and your goals for the future. We will work to do more than determine a planning solution; we will help build a strategy that is right for you. Together, we will work to develop a financial plan that balances your short-term needs with your long-term goals.

And we'll stay in touch, so as your needs evolve over time we can make the changes necessary to your plan protecting your overall financial picture for the future.

Let us help you ensure your financial future is all you want it to be.

Long-Term Care as Part of Your Financial Plan 

Helping families plan for future long-term care financial needs is a key component of a sound financial plan. A 2019 Northwestern Mutual study found that caregivers who will look to their children for financial support anticipate they will rely on them for an average of 41% of their financial support needs. As Long-Term Care specialists, we'll work with you to ensure that you can sleep soundly knowing that you've put a plan in place for future long-term care needs.

Read more on the 2019 C.A.R.E. Study

Why Long-Term Care Should Be a Part of Your Financial Plan

Nursing Home or Assisted Living? The True Cost of Long-Term Care

 

Marty Glickman, CLU®, ChFC®, CLTC®

Wealth Management Advisor

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The Greatest Gift: A Plan for Long-Term Care

How planning in advance for long-term care needs can help loved ones.

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