Professional

Before being able to make any professional recommendations regarding your personal financial security plan, I like to spend some time getting to understand you, your family, and your business on a personal, professional and financial level.  Once I have an understanding of what your current picture looks like and get an idea of what your most amazing future looks like, my team and I will put together a comprehensive financial analysis for you.  This will allow us to see if you are over- or under- insured when it comes to Life, Disability or Long-Term Care insurance, if you are saving enough for your children's education, or if you are on track for retirement.

Once we have reviewed the analysis, should there be any gaps in your plan, my team and I will work hard to put together recommendations for you to fill these gaps and share them with you.  At that point, it is completely and ultimately up to you if you want to implement the recommendations.

Once implemented, we will get together on a regular basis, typically once or twice a year for a review of your plan.  We will check in to see if anything has changed in your life that should be noted in order to maintain the most accurate plan.

 

Thang Quoc Nguyen

Financial Representative

  • Office 253-680-7818
  • Office 206-802-5025
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck