Nathan Mahan
Financial Advisor|CFP®, CLU®, CAP®
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to take an active part in my community. Here are some of the organizations we partner with:
The Kiwanis Club of Jackson, Michigan
I am the current president of the Kiwanis Club of Jackson, Michigan. In Kiwanis, we are all passionate about making our community and the world a better place for children so they can thrive. We are devoted to serving the children in our local community and also children all across the country and worldwide through unique and innovative service projects and fundraising initiatives.
Jackson Area Estate Planning Council
I am the president of the Jackson Area Estate Planning Council. The purpose of the JAEPC is to promote effective communication among professionals employed in the broad field of financial and estate planning. Our objective is to foster a better understanding of the problems and issues involved and the roles of various estate planning professionals in solving these problems. The Council also provides continuing education that will enable members to provide better service to clients and the community in general. This is especially important in understanding the impact of new laws regarding taxes, probate, trust administration, and insurance. The Council provides a forum for the exchange of ideas, techniques, and approaches for solving our clients’ estate management issues.
Here are my areas of expertise
Our corporate work is with closely-held businesses that stand out in their industry.
Our individual clients are professionals in their field, including PharmDs, JDs, and executives. We work by introduction only. Our client introduction process begins with just that - an introduction. We work with great people who were introduced by a mutual acquaintance. We believe that this is the best way to create the kind of in-depth relationship needed to best serve our exclusive client base.
If we have reached out to you on the phone or email, chances are we know someone in common, and may already be working with them. And our only goal is a good first conversation.
Financial Planning
Charitable Planning
Life Insurance Strategies
Retirement Planning & Income Strategies
Multigenerational Planning
Estate Planning
Business Planning & Succession
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
