Matching Your Financial Actions with Your Lifestyle

You desire financial abundance, security, and sound decision making. You try to do what's right for yourself and loved ones, but one financial misstep can often undermine the best of intentions. Whether you are exploring your personal, family, or business finances, we can mutually identify your desires and develop a plan to mirror them with your actions. 

 

My Mission as an Advisor is to:

- make sure that our planning is directly aligned with your vision.

- enhance you financial intellect through our conversations.

- enhance and create Generational Wealth for families, communities, organizations, and businesses.

- always be open to communication and thoughts from those I speak/meet with.

 

My Mission as a man is to:

- be honest and on the side of truth.

- be an engaging and inspiring husband and father.

- bring calming and jovial energy to every room I enter.

- be a student of life; learning at every opportunity presented.

- be fair.

- Marcus J. Owens -

Our Better Money Habits From COVID Are Slipping: Here’s What to Do About It

We help clients with these topics every day. Read more here.

How to Teach Children to Build Healthy Money and Credit Habits

Starting these types of money lessons early can help them establish a solid financial foundation. Read more here.

What Do Mortgage Lenders Look for in a Borrower?

If buying a home is on your list of goals, it helps to know what makes you attractive to a lender. Here are a few key factors.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.