David C Fortosis Jr, CFP®, CLU®

Financial Representative

 


Helping Create Your Financial Plan

 

Determining what financial security means to you is important — and it’s quite possible that your vision is different than a colleague or a relative. It’s also likely that your vision will change throughout your lifetime — as you ascend in your career, start a family, educate your children, and enter retirement.

 

By aligning with you on your vision, and understanding your specific future financial goals, my team can help guide you by creating a personalized financial plan.

 

And because financial security takes more than just planning, we’ll partner together to proactively evaluate and adjust your plan as is necessary and advantageous over time. Together, we'll embark on a path that maximizes your resources today, and positions you for your best possible financial future.

 

The Northwestern Mutual Difference

Backed by the resources of Northwestern Mutual, my team will serve you with exclusive access to a variety of comprehensive tools and services. Your personal vision, paired with the strength of Northwestern’s extensive planning and action-based resources, provides a strong foundation to achieving your financial security.

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