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:

  • Approaching Financial Independence - households looking to be financially independent of their profession within the next 3-7 years. 

  • 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

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. 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