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 -

The Importance of Planning for the Cost of Long-Term Care

This is an important planning consideration that we often cover with clients. Read more here.

What Is Earnest Money When Buying a House?

Earnest money can be a key part of the homebuying process. Here’s what you should know. Read more here.

Should You Pay Off Debt or Start Investing? Ask Yourself These Questions

With the right financial strategy, you may be able to do both. 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.