Meridian Financial
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The purpose of Meridian Financial is to navigate business owners and executives from success to significance. We can accomplish this by not only identifying and providing effective solutions during some of the most uncertain and stressful times of their lives – pre-retirement and early retirement, but by continuing our services in order to meet clients’ ever-changing financial needs. When working with clients, we use a highly disciplined and structured approach that consists of the following five steps:
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Bearings
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Identify the client’s most important values.
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Determine financial goals and objectives.
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Define their commitment to achieving these goals.
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Charting
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Assess the current financial position.
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Evaluate their current course of action in relation to their objectives.
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Provisioning
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Detail a series of recommendations that can help make their goals a reality.
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Clarify next steps.
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Embarking
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Implementation of suitable financial products based upon the plan.
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Coordinate with the clients other advisors (attorney, accountant, etc.).
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Logging
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Monitor progress toward goals and objectives
LONGEVITY GAME
You have been working hard to ensure a secure financial future. Unfortunately, if your health deteriorates you will not be able to enjoy the fruits of your labor. Click the link below to play the Longevity Game, to rate your lifestyle habits and estimate your longevity.
http://www.northwesternmutual.com/learning-center/the-longevity-game.aspx
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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. |
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FORTUNE® magazine named Northwestern Mutual the “World’s Most Admired Company” in the life insurance industry.
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2010 Annual Report
Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security.
Our interactive report features clients who talk about the steps they’ve taken with the help of their financial representatives to achieve a financially secure future.
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