Plan For Your Future Now
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Many people look back on their lives with regret; not for the things they have done, but for the things they have left undone. They find they are more successful than they thought they would be but saved less than they intended. They find themselves in situations that are more complex and less predictable than they anticipated. People often make financial decisions in a vacuum, irrespective of how the decisions materially factor into their long-term goals and plans. That is where our model is so unique.
Life's complexities leave little room for "standard" approaches, so Matthew and his team utilize the following approach:
- Get to Know You – Before we can offer solutions, we need to get to know you. An initial conversation will focus on your wants and your needs – what you want for your family and what you are currently doing. It's about bringing to light what is most important to you and making sure you're on the right path.
- Analyze Your Needs – When assessing your needs, we will compare your existing financial picture with your future financial goals. We will prepare an integrated financial plan pulling together all of the financial interrelationships that exist between insurance, education, retirement, your portfolio and your estate. Together we will determine cause and effect relationships tied to the strategy of your plan so you will know and understand what you may need to do differently and why.
- Identify Solutions – Once we've gathered the necessary information and presented you with your plan, we will provide you with a variety of options to help you decide on the solutions that best fit your needs and fulfill your goals. These solutions will include an analysis of the risks involved.
- Keep in Touch – Because your situation and your needs will inevitably change, Wunder Financial Group will establish a schedule to stay in touch, monitoring the progress of your goals outlined in your plan and updating them based on feedback we get from you.
Matthew and his team provide quality service to a variety of clients in the Metro NY area, throughout the United States and internationally. The relationship we establish with you enables us to offer the solutions you need to make the right choices. It is a partnership you can rely on when making the most important decisions of your life, both now and in the future.
In the News
 Northwestern Mutual's CEO on CNBC
CEO Ed Zore recently appeared on CNBC's show "Morning Call" discussing Northwestern Mutual's unique strategy.
Click here to play the video.
Northwestern Mutual Again "America's Most Admired" in FORTUNE Survey
For the 24th year, Northwestern Mutual has been named "America's Most Admired" in FORTUNE magazine's annual survey. Click here to learn more.
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2011 Annual Report Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security. Our Annual Report features clients who talk about the steps they’ve taken with the help of their financial representative to achieve a financially secure future.
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One of the “World’s Most Admired” Companies FORTUNE® magazine asked experts to choose the “World’s Most Admired” life insurers. Again, they chose us.
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Dividend AnnouncementNorthwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies. Click here to learn more. |
Build Your Foundation For Life See how Northwestern Mutual permanent life insurance offers protection along with cash value that is guaranteed to grow over time.
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Go Paperless NMIS Online clients can go paperless by enrolling in electronic delivery (e-delivery) of certain account/securities documents.
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