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The Real Costs (and Benefits) of Buying a Home - Podcast
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Our mission is to help people make the best financial decisions of their life.
The process of achieving financial security – the confidence that comes from taking action today to provide for tomorrow – is different for each of us. Often, the first step is to establish a relationship with someone who takes the time to learn about your values, understand your dreams and help you create a personal financial plan that will evolve with you over time.
Our team works hard every day to deliver our unique value proposition - helping our clients manage the impact of taxes throughout their life. We pride ourselves to stay on top of the best ideas to do this across wealth management, risk management, and wealth distribution. We have built a practice that uses the latest technology to increase efficiencies so that we are making the best use of your time. Our team takes pride in the amount of ownership and personal responsibility they take in all of their dealings with clients. The end goal is a smart, simple, and effectively executed financial plan for our clients - especially those in diverse communities.
Sandeep Gupta has been recognized as a Best-in-State Financial Security Professional by Forbes. "Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management."
Forbes Top Financial Security Professionals list (July 2022). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2021. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.
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