Helping Create Your Financial Plan

My mission is to motivate clients to make smart financial decisions through a planning process based on uncompromising integrity, trust, and personalized service.

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement.  I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future.

But achieving financial security takes more than creating a comprehensive plan; you also have to take action on your plan, and evaluate and adjust it over time.  Together, we’ll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings.

Beach

Comprehensive Financial Planning

Whether you’re just starting out, well on your way to living your dream, or eagerly approaching retirement, make sure you’re financially prepared to achieve a lifetime of goals. I can help you reach them with a personalized financial plan. My specialty is in working with business executives, physicians, engineers, creative professionals, and business owners to find the solutions that work best for their unique needs.

My team and I will apply time-tested strategies, providing education and expert advice to help you make decisions based on your priorities. And as your circumstances and priorities change over time, we’ll work with you to revise your plan so you can meet each of life’s challenges head-on and celebrate your accomplishments along the way.

Our Four-Step Financial Planning Process:

Identify your goals. First, I’ll ensure we understand what’s important to you and your loved ones, where you are today, and where you want to be in the future.

Develop your personalized plan. I’ll then analyze your financial situation and develop recommendations to help you and your family achieve financial security.

Implement your strategies. Together, we’ll bring your financial plan to life with proven financial products and quality solutions.

Review your plan. Even small changes in your life can impact your financial plan. We’ll help you adjust your plan as needed to stay on track.

And although your financial strategy will be unique to you, we’ll ensure that it’s built on a solid foundation to help you protect against the unexpected, accumulate wealth, and preserve what you’re working hard to achieve.

Take the First step

And most important step toward creating a lifetime of financial security. Contact me to set up a meeting. And in the meantime, consider downloading and completing our Guide for the Future. It’s designed to help you record important information and clarify and document your financial goals.

Media Mentions

Mark Masliah was recognized as a Diversity, Equity, and Inclusion Visionary Leader by the LA Times in 2021 and 2022.

Mark Masliah was nominated in 2021, 2022, and 2023 for the Diversity, Inclusion + Equity Award by the Los Angeles Business Journal.

Mark Masliah is a standing member of the Class of 2021, “40 LGBTQ Leaders Under 40,” as selected by Business Equality Magazine. 

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The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4