About Nick
My motivation is to provide clients with the right answer for their business and personal planning needs. The "answer' that is the best answer for their needs and priorities. Working with businesses and Professional all these years along with owning a Third Party Administration Company from 1981 to 1989 has made me realize the importance of taking advantage of strategies that can optimize the value of their wealth accumulation and legacy in a tax efficient way. My personal, community and professional experience along with my team of advisors serves to help our clients achieve their financial security goals.
Military Service
United States Army Reserve 1970 to 1978, Honorable Discharge 1978
Designations
Nick has earned the Chartered Life Underwriter (CLU) designation.
The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism.
Associations and Memberships
Association of Latino Professionals in Finance and Accounting - ALPFA
ALPFA creates opportunities, adds value, builds relationships for its members, the community and its business partners while expanding Latino leadership in the global workforce.
American Legion Post 36
Years of Experience
Representing Northwestern Mutual since 1977
Education
Bachelor of Science in Business from the University of Arizona
Graduate of Project Centrl, Arizona Center for Rural Leadership Class XV
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Steve Forbes and John Schlifske on "The Power of a Game Plan”
Northwestern Mutual hosted a speaker series with Steve Forbes, chairman and editor-in-chief of Forbes Media and John Schlifske, Northwestern Mutual chairman and CEO. The tour saw over 1,000 attendees and included panel discussions in Iowa City, Iowa; Cedar Rapids, Iowa; and Phoenix, Arizona. In Phoenix, Steve and John shared their perspectives on the economy, the financial markets, and the importance of having a sound financial game plan in place regardless of market conditions. Key insights presented at the events were:
- Getting to retirement is no longer the end goal - it is a new starting point. Schlifske and Forbes contend that today's economy coupled with increased life expectancy means there is an increased risk for individuals to deplete their assets too soon. A well-rounded plan is essential to help maintain financial security for life.
- It is unlikely that individuals can solely invest their way to prosperity. Rather, Schlifske and Forbes believe in practicing proven financial principles, such as cutting spending, saving in addition to investing, and dollar-cost averaging for the long-term.
- Regardless of what happens in Washington, D.C., there are plans that individuals and business owners can make now to ensure long-term security. Schlifske and Forbes encourage Americans to not let debate in Washington prohibit them from addressing their short- and long-term financial needs.
For more thoughts on these and other business topics, visit the Northwestern Mutual Special Feature on Forbes.com.
To view photos from this event, click here.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects.
Here are some of the organizations Boards of Directors he has served on: the Changuitos Feos (the oldest youth Mariachi Group in the U.S.), the Educational Foundation of the Tucson Hispanic Chamber of Commerce, Arizona Town Hall and the Fox Tucson Theatre. He founded a community group in South Tucson called “Tus Vecinos en el Barrio” and he spearheaded the initiative for the Fox Theatre’s youth Art and Culture Program which works with District Schools to help them broaden student’s education (expose them to the”Crown Jewel of the Downtown” The Fox Theatre.
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
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.
