Professions
Financial Advisor / Wealth Management
Member Role
B2B Vice President
Contact Details
Company Details
Company Name
Northwestern Mutual
Job Title
Financial Advisor & Business Planning Specialist
Street:
11790 Sunrise Valley Drive, Suite 200
About Us
A nationwide - DC based, financial planning practice that focuses on:
1) Creative strategies to attract top talent.
2) Increasing business valuation for succession/transition strategies.
3) Reducing expenses to increase revenue.
Services Provided
Business succession planning
Key person planning
Buy-sell arrangements
Audit of health & welfare fees
Audit 401(k) fees
Deferred compensation planning
Ownership & operating agreement review
Ideal Customers
Small businesses with 1-250 employees
GovCon
IT & technology firms
Business succession planning & estate transition strategies
Employee Count of Clients
