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 wealth management, and estate planning techniques to help create a high probability of a favorable outcome

Niche expertise in working with:

  • Business Owners - requiring key employee protection & retention programs, and whereby business transition is critical to funding retirement. 

  • Senior Management of Fortune 100 Technology Firms - significant portion of income in the form of company stock (RSU, ISO, NQSO, ESPP, etc).  Extensive experience working with Microsoft, Amazon, Google, and Facebook.

 

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

#IfItWasUpToMyKid

Home is where the greatest moments are shared and where the most valuable and meaningful memories are made. But sometimes, life happens. From technology and social media to work-life imbalance to competing schedules, families can struggle to be present and connect on a more personal level at home.

This fall, Northwestern Mutual wants families to find that connection at home again. Parents can submit a video or photo of their kid's ultimate home experience inspiration — the bigger, the more out-of-the-box, and the more imaginative the ideas, the better — and we may just ring your doorbell to make your dream a reality!

To enter:  Join the conversation on social and enter to win with #IfItWasUpToMyKid! 

Learn more and submit your entry here now.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn 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