Holistic Financial Planning for a Lifetime of Financial Security

Living Out the Future You Work For Takes a Plan

Helping people achieve their life goals is why my team and I are in this business. And, when you are in the business of helping those around you realize the future they envision for themselves and their families, well, that takes a plan.

Whether you are looking to protect, grow, or transfer your wealth, we’ll provide you with the guidance you seek to create a plan specific to your needs. As a team, our mission is to address even your most complex financial issues in a way that simplifies your life and that of your family.

Ours is a Relationship Not a Transaction

For us, financial planning is a personal commitment. Regardless of who you work with at our firm, you’ll work with a financial planning specialist willing to get personally involved in delivering solutions that let you sleep well at night.

We do this by taking the time to understand your current circumstances, then help you to build a strategy that balances your short-term needs with your long-term objectives. Once you’ve implemented your plan, we remain in touch so that as your needs evolve, your strategy can be adjusted accordingly.

Whether your vision for the future includes a move to the city, traveling the world, or spending more time with family and friends, it takes planning. Let’s work together to help ensure your financial future is everything you hope it will be.

Experts in Managing All of Your Risks, Especially Long-Term Care Costs

Because health care costs are among the most significant risks to financial security, we incorporate  long-term care considerations in every plan we create. Long-term care (or LTC) is a topic I speak to other advisors about regularly, and one for which I'm a read source for media covering this area.

I became an LTC specialist for personal reasons. After watching my parents deal with their out-of-pocket costs, I realized it's essential to providing clients with comprehensive planning services.

As a couple, my parents represent the spectrum of LTC costs. While my father has lived to see his nineties, my mother developed Alzheimer's at age sixty. Her seventeen years of care included five years of home care and twelve years of facility care. No one should be caught unprepared by these costs, especially at such a financially vulnerable time in their lives.

A 2019 Northwestern Mutual study found that individuals in need of care will look to their children for support for an average of 41% of the resulting expenses. As specialists in planning for long-term care, we'll work with you to ensure you have a plan in place for any future long-term care needs your parents or you may experience.

Financial Planning Insights and Resources

While you can rely on us to guide you through the planning process and answer any questions you might have along the way, we know you may want to take a deeper dive in to the aspects of your financial life on your own time. To support your need for a better understanding, here are some articles we think will be of interest to you.

Marty Glickman, CLU®, ChFC®, CLTC®

Wealth Management Advisor

4 Key Things to Know About the Coronavirus Stimulus Package

The coronavirus stimulus package is designed to bolster the economy and help Americans impacted by the coronavirus. Read more.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.


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