We believe families should feel empowered by their finances.  Our team helps every household align their vision with action & planning.  Each Financial Plan is custom-tailored and backed by the highest rated financial institution. 

Our team helps implement customized Financial Plans that align your wealth accumulation, preservation, and distribution goals through thoughtful integration of risk management, tax-efficient portfolio strategies, and estate planning techniques. 

Niche expertise in serving:

  • Approaching Financial Independence - households aiming to be financially independent of their profession within the next 5-10 years. Industry leading experience in safely designing income strategies for retired households. 

  • Technology Professionals - extensive experience working with Amazon, Microsoft, Google, and Facebook. Significant percentage of income/balance sheet in the form of company stock (RSU, ISO, NQSO, ESPP).

 

Getting To and Through Retirement

Many people are focused on saving a certain amount for retirement but don’t think about what they’re going to do with that money once they reach retirement—to make it last as long as they do. The strategies you use to get to retirement are not the same strategies you'll need to make sure your money lasts through retirement. This video looks at:

  • What happens after you accumulate your savings

  • How market volatility impacts your withdrawals

  • The tax ramifications of withdrawing from tax-deferred accounts


Nathaniel Michael Donohue, CFP®, CLU®, CLTC®

Wealth Management Advisor

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One couple saw a property flaw as the chance to create the backyard of their dreams. 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