Phil Friedrich
Financial Advisor|CFP®, ChFC®, MBA
Professional
Phil Friedrich started his financial planning practice in 2010. He focuses on each individual clients' goals and helping them achieve what their life's purpose is. Phil offices out of Omaha, NE however, he works with clients across the USA. Financial planning is for everyone, how we plan is different for everyone.
Education
Degree
Bachelor of Science
MBA
Major
Business Administration
Finance and Risk Management
Institution
Concordia University- NE
Concordia University- NE
Awards and Recognition
- Million Dollar Round Table Qualifying Member 2018, 2020-2022
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- National Association of Insurance and Financial Advisors Quality Award 2015, 2017
- Award recognizing commitment to excellence in service to clients and industry
Lending a hand in my community.
Phil Friedrich is passionate about helping others. Over time the focal points for him have changed. Today a couple of Boards he sits on include the Cystic Fibrosis (CF) Foundation and the Urban Financial Services Foundation.
Urban Financial Services Coalition- Member
Economic Empowerment Improving the financial condition of our ethnically and culturally diverse communities through financial literacy/education programs, home ownership, entrepreneurship, advanced wealth building workshops and local economic development initiatives. Educational Advancement Delivering a wide variety of programs to assist minority youth pursuing careers in financial services, such as (1) educational, technical and advisory assistance where needed (2) scholarship programs for undergraduate/graduate studies and (3) mentorship and internship opportunities for college students and newly hired professionals. Professional Development Supporting the exchange ideas and interests in order to promote career and professional development.
Tomorrow's Leaders Cistic Fibrosis
Tomorrow's Leaders is the Cystic Fibrosis Foundation's young professional program, designed to offer like-minded professionals leadership skills and networking opportunities while they make a difference in the lives of those with cystic fibrosis.
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.
NextGen - Board of Advisors
NextGen Lincoln (NextGen) is a giving circle of young adults who believe that, by coming together to give collectively, they can have a greater impact on Lincoln's nonprofit organizations. NextGen offers an opportunity to give back, learn about the unique issues in our city, and get together in a fun and charitable way.
Concordia Alumni Council
Concordia in Seward, NE. The Alumni Council is put together to keep Concordia's alumni in touch with current activities and to also help the University continue to have an understanding of what the alumni want.
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
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.
