Alex Freund, CFP®, CLU®, CPA

Financial Representative

Live Your Life by Design, not Default

Achieving life's goals doesn't happen by chance. It has much more to do with making the right choices. Transforming aspirations into reality takes acumen, work, discipline and strategic financial planning. Not many people like to plan, but it's better than the regret of not being able to do waht you want to do in the future. The you of tomorrow is counting on the you of today to make the right moves.

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next. That's where I come in.

As your Financial Advisor, I will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future. Develpoing the plan is great, but without implementation and regular monitoring, the plan doesn't mean much. The only way to success is thru ACTION. After all, life is not a dress rehearsal...you only get one chance at it!

Let me help you ensure your financial future is all you want it to be.

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

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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