Eric Nelson, CFP®, CLU®Financial Advisor |
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Office: 203-256-2167 1 Eliot Pl Ste 200 Sign Up for My E-mail NewsletterStay informed on the latest financial security news you can use to help guide your future. Refer a FriendDo you know someone who might share your concerns about financial security? Account AccessClient CenterAdvanced Planning
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2011 Annual Report
One of the “World’s Most Admired” Companies
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. Build Your Foundation For Life
Seeking Permanent Life Insurance with the Best Long-Term Value?Northwestern Mutual is the company to consider based upon data compiled by Blease Research in its Full Disclosure 2011 Whole Life Edition. Get the details here. Do you know the six biggest risks to a secure retirement and how to plan for them?Do you know the impact a long-term care event can have on your financial security in retirement?Often the financial effects of long-term care expenses resulting from an accident, a chronic illness or a cognitive impairment are overlooked. Learn more about the impact a long-term care event can have on a retirement. Steve Forbes and John Schlifske on “The New Normal and Post-Recession Trends”
What is Long-Term Care and What are Your Options?Click here to learn more. How Much Would a Future Long-Term Care Event Cost?Use the LTC Cost Calculator to better understand the potential cost of a long-term care event and how it can vary by age, where the care takes place and the length of care. Research Reveals “Financial Realities” for Americans TodayFollowing the global financial crisis, Americans have embraced a distinctly more conservative approach to their finances, and widened the timeframes in which they expect to achieve financial goals, according to research by Northwestern Mutual. Financial Realities Study: Changing Timeframes Hard work, discipline, expertise, and financial planning transform aspirations into reality. Wherever you may be on the road to success, professional guidance can help you achieve your goals of financial security and continued growth.
Whether you are seeking to preserve the full value of the success you have already achieved or looking to grow your assets over the long term, Eric Nelson can help you create a personal plan that addresses your specific goals.
A good financial plan will lay out what you need to do today to help achieve your goals for tomorrow. It should take a broad range of areas into account such as retirement planning, education funding, estate planning, investment planning, and asset allocation, to make sure your investment portfolio is designed to match your circumstances. Eric will help you gain a clear understanding of these interrelationships which will prove valuable as you confront the evolving economic issues.
Regardless of the complexity of financial issues you face, no time is better than the present to get started. The sooner you can plan ahead, the better the outlook for a financially secure future. Contact Eric Nelson today.
Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Eric Nelson. |
My MissionEric Nelson's mission as a financial advisor is to help you align your current financial picture with your future financial goals by performing a comprehensive financial analysis. Eric will help you understand the complexity of issues faced by successful individuals like you and the importance of having a sound financial plan in place.Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Eric Nelson. Northwestern MutualWe provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience. What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of Northwestern Mutual, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed. |
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