Our goal is simple, help our clients live lives free of financial stress...

You want to build wealth and plan your financial future with confidence, fully supported by a trusted partner who can guide you along the way. For over a decade, through holistic financial planning and a high standard of care, we’ve helped countless individuals and business owners live lives free of financial stress.

Team Schor is an award-winning independent group within Northwestern Mutual that offers a broad suite of services. We design highly individualized comprehensive financial plans that are tailored to the unique needs of both you and your family. Through integrated planning, we show you the big picture of how insurance and investments fit together as part of an overall financial plan.

These integrated plans are developed with wealth management top of mind, and encompass estate planning, tax efficiency, retirement planning, and risk mitigation strategies. Since we believe clients should be active participants in the process, we also educate them on the financial industry and wealth management best practices.

Areas of Focus

With our tight-knit team, you get a far different level of intimate care than from a larger firm — the personalized attention of a small powerhouse of experts who see you for the individual you are. Whether your needs involve financial planning, investments, or insurance, we serve clients in a variety of focus areas:

  • Financial Planning:Identify values, motivations, and sensitivities to determine appropriate financial goals and strategies to achieve them
  • Investment Management: Maximize asset efficiency using a disciplined and coordinated approach that removes emotion and speculation from the decision process
  • Insurance Planning: Implement relevant risk management strategies to protect you and your family
  • Group Benefits: Provide education around your group Life Insurance/Long Term Disability programs
  • Retirement Planning: Identify savings targets and options to give you peace of mind around your retirement plan
  • Tax Efficient Planning: Maximize tax efficiency in wealth accumulation and income distribution
  • Income Distribution Strategies: Optimize draw-down strategies to ensure your income needs are met throughout retirement
  • Estate & Legacy Planning: Maximize wealth transfers across different scenarios and work with centers of influence (including attorneys, CPAs, and entire advisory staff) to ensure sound estate plan design

Make your someday happen TODAY

Someday is today. That’s the realization many people are having these days—what we’re calling The Great Realization. It’s time to finally do the things you’ve been talking about for years. Get started with a Northwestern Mutual financial advisor on your plan and spend your life living. This Northwestern Mutual commercial is part of a series that explores how Americans from different walks of life are realizing that the things they want to do someday can’t wait any longer. There’s no better time to live the life you’ve always wanted, and our version of financial planning can help make it happen. That’s because we start with your life and priorities and design your plan so that someday can start today.

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We're top ranked by Forbes

Forbes has recognized Al Schor as one of the top financial security professionals in Connecticut. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.

 

Disclosure: Forbes Top Financial Security Professionals list (July 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2022. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating orranking(s). Rankings and recognitions are no guarantee of future investment success.

Forbes Best in State Top Financial Security Professionals logo 2023