Munder Financial
James Munder
Wealth Management Advisor
Design, Coordinate, Maximize
Asset Review
Our financial team conducts a comprehensive review of your current assets. We analyze your financial statements, account holdings, and existing policies. By coordinating your siloed resources, we can create a plan that aligns with your retirement goals and reduces your tax drag.
Identify Gaps
We make recommendations such as diversified investments and insurance strategies, to address gaps identified in your portfolio. Through proactive adjustments and introductions of necessary elements, we maximize your plan.
Make a Plan
Utilizing Northwestern Mutual’s proprietary planning platform, we chart a course to your desired financial future. Regular reviews keep your plan on track, addressing changes in your life’s journey. Our continuous support and guidance ensure that you maintain financial stability and security on your road to retirement.
Investments: invest in your best life.
With more ways to invest than ever before, it can be hard to make sure your money is working its hardest for you. We focus on long-term investment strategies to give you more confidence and help make sure that the growth potential and management of your money isn't left to chance.
Life insurance: protect you and your loved ones.
You've worked hard to build a life you enjoy with the people you love, let's make sure you protect it. We'll work together to figure out how life insurance can meet your needs. Here are a range of options you can consider to fit your needs:
Disability income: protection for your earning power.
Your ability to earn a living is likely the most important financial asset you have. Depending on the type of job you have (or business you own), we have a solution.