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7 Events That Increase Your Need for Life Insurance
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Sergio Daniel Gonzalez
Financial Advisor|CFP®
Helping Others Live a Life by Design
My Mission
My mission is to foster a revolution in personal freedom through the empowerment of financial literacy. From a commitment to service and authenticity, I challenge and inspire my clients to build the secure and abundant life of their dreams.
Empowering Our Clients
Passion and dedication are at the core of what I do. I have access to a group of innovative specialists who are here to help others achieve financial security. My practice is where knowledgeable clients collaborate with me to create a comprehensive financial roadmap to plan for the future, and plan for the unknown. I help people through every stage of life and partner with busy professionals in tech, healthcare providers, business owners, and affluent families to help them realize the vision of a found financial future.
Discerning individuals with limited backgrounds and understanding of investment strategies come to relinquish shame, fear, and paralysis over their economic reality. Even amongst highly educated people, many have never acquired the critical resource of a sound financial grounding.
Since economic sustainability often relates to your social mobility and emotional health, this deficit adversely impacts the range of our choices and those of our families. I aim to change that narrative, and from a commitment of service and authenticity, I challenge my clients to align their financial intentions with their actions. I often collaborate with other advisors and specialists to ensure that clients receive the highest degree of service.
Reach your new level of financial confidence.
I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.
I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:
Protection strategies
Wealth accumulation
Managing tax advantages
Optimizing retirement
Leaving a legacy
Charitable planning
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4
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.
