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 -

6 Times It Makes Sense to Revisit Your Financial Plan

When your life changes, so should your plan. Here are 6 times it makes sense to schedule a meeting with your advisor. Read more here.

What Is Cash Value Life Insurance?

Cash value life insurance has unique attributes that can make it one of the most flexible parts of your financial plan. Read more here.

4 Steps That Help Assess Your Financial Security for Retirement

Let’s have a conversation to make sure you’re financially prepared for retirement. Read more here.

 

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.