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Fiscal decisions made now can significantly impact future financial circumstances. Drew has the knowledge, experience, expertise and resources to help his clients achieve their goals of financial security, continued growth, and wealth accumulation and preservation. In addition to being a wealth management advisor, Drew specializes in advanced business planning and is director of estate and business planning for Northwestern Mutual. He works closely with clients to ensure protection and growth of business assets, and he collaborates with a team of experts to provide comprehensive, integrated, value-based planning that incorporates tax-efficient strategies. His team is specifically built for the highest level of complex planning and service. Business and estate planning can seem overwhelming, yet Drew conveys sophisticated strategies to his clients in a way that is understandable. Drew’s initial focus always centers on listening to his clients. After learning about their current issues, desires and visions for the future, he connects these values and objectives to the planning process. His goal is to establish long-term relationships based on integrity and a caring atmosphere, while providing expert guidance and unparalleled service. Being a wealth management advisor as well as an estate and business planning specialist, Drew is part of a select group of Northwestern Mutual agents nationwide and he thus has access to Northwestern Mutual’s exclusive products. Drew, however, does not work solely for Northwestern Mutual and can therefore avail himself of the entire marketplace of products and resources. Drew’s experience and knowledge give him an in-depth understanding of personal and business financial planning, and he utilizes the tools and services that most benefit each client. Drew’s services include the following: BUSINESS AND PERSONAL
- Estate Planning
- Trust Services
- Asset and Income Protection
- Retirement Planning
- Investment Services
- Asset Allocation
- Liquidity Planning
- Education Funding
BUSINESS PLANNING
- Buy Sell Funding
- Exit Strategies
- Benefits for Select Employees
- Business Protection
- Business Succession
- Risk Management
- Group Employee Benefits
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