2022 Year-End Tax Strategies

Year-end planning with financial advisor
Phil Roemaat, a senior director of Advanced Planning at Northwestern Mutual
Phil Roemaat, JD, CPA, CLU®, CFP®, RICP®, ChFC® Senior Director - Advanced Planning

As a senior director in the Advanced Planning department at Northwestern Mutual, I work with Northwestern Mutual financial advisors as they help clients who have complex financial planning needs.