"We don't decide our future. We decide our habits, which creates our future."
Marcus J Owens
Financial Advisor|RICP®
In-Person & Virtual Meetings
Financial Tools
Marcus' number one priority is the client's best interest. He has access to a multitude of financial tools from various insurance companies and investment brokers. Having exclusive access to the Northwestern Mutual product suite there are not many people we cannot lead to financial security with confidence.
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.
Long-term care: have more choice and control.
Retirement solutions: have the additional income you want.
With fewer companies offering pensions and the future of Social Security uncertain, it's more important than ever to have a comprehensive plan. We have a range of options to help you enjoy every day of your retirement years.
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.