Helping Create Your Financial Plan

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement.  I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future.

But achieving financial security takes more than creating a comprehensive plan; you also have to take action on your plan, and evaluate and adjust it over time.  Together, we'll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings.

https://www.northwesternmutual.com/video/planning-for-financial-security/

 

Beyond One Day at at Time:  Planning for Your Future and the Lifetime of a Person with Special Needs

Like so many people, the idea of planning for the long term can be overwhelming and even more so when you have a loved one with special needs.  You may be caring for a dependent child, sibling, or spouse, with challenges ranging from a physical or cognitive disability to difficulty with independent living or self-care.  Whatever your particular situation, having a reliable financial plan is one of the best ways to help ensure there will be funds available well into the future for your loved one's medical care, education, and long-term support, as well as necessities for yourself and/or another caregiver.  Click on the Services, then Special Needs Planning tab on the tool bar for more information.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Allan K Bell, CLU®

Financial Advisor

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

See what our version of financial planning looks like.

Learn More

Financial Planning with Northwestern Mutual

Learn about our personalized financial planning process and what you can expect from me when we work together.

Read more in this ebrochure.

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck