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 -

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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.