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Plan for Your Future Now Why do you suppose there is a certain level of anxiety and confusion that surface when it’s time to evaluate delicate issues such as your finances, business, investments, insurance or estate plan? It’s simple. You’re being asked to make rational financial decisions that are closely tied to highly charged emotional issues. Without sufficient guidance and support, this can be a daunting task often leading to indecision and inevitably results in a plan that never reached completion.
My primary responsibility to you is to provide education. If I fulfill this responsibility, then you will be able to make sound and intelligent decisions based upon a foundation of logic, not emotion.
Client objectives are often not realized for one basic reason – there is a lack of clarity in regards to where you want to go and what you want to achieve.
Many of our clients view myself and my team as coaches who focus first and foremost on what a client values before focusing on the value of what they own. The primary objective is to help clients make wise decisions surrounding their financial future.
Our team employs a Values-Based Solutions approach that ensures all the financial decisions are based on a client’s personal values. We use a model that helps our client’s first identify and express their values and goals. Through this process, you clarify the risks and opportunities that are both present and in the future. Once this is established, we implement appropriate solutions to help minimize risk and capture potential opportunities.
We can build or become the critical addition to your existing financial team by establishing continuity and focusing the team on your established goals and objectives.
Professional Athletes
When retirement begins at 30, proper planning is critical Our professional athlete clients will likely spend more time in retirement than in their career.
The average professional sports career lasts less than 5 years, leaving 50 years or more to stretch, maintain or grow a nest egg. With all of the options available, you can quickly get lost in “what-ifs” and complicated financial formulas. We can help make your retirement options clear and easy to accomplish. Our clients have chosen to work with us because we build significant relationships based on integrity, loyalty and a true understanding of their situation.
We strive to do what is in your best interest by finding out what you truly care about. We can then provide solutions that address your greatest challenges and help capture new opportunities.
Our team will be an ongoing resource to educate, organize and help you execute solutions for now and in the future.
-- Andrew Glick My MissionAs a Northwestern Mutual Financial Network Representative, in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation. By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself. |
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