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The Real Costs (and Benefits) of Buying a Home - Podcast
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Our mission is to relentlessly help people implement a customized financial security game plan, allowing them to feel safe in a complex world.
With over 25 years of experience and the extensive resources of the Northwestern Mutual Wealth Management Company, Paul has partnered with successful attorneys, business owners, commercial real estate developers, and affluent South Bay families to help steer them toward financial success. Paul often collaborates with fellow advisors to educate clients on financial literacy, and wealth management strategies and solutions.
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4