Professional

Plan wisely.  Plan thoroughly.  Plan differently. 

Whether you are just starting out, well on your way to living your dream or eagerly approaching retirement, make sure you are financially prepared to achieve a lifetime of goals. Socium Financial Advisors can help you reach them with a personalized financial plan.

We will apply time-tested strategies, providing education and expert advice to help you make decisions based on your priorities. And as your circumstances and priorities change over time, we will work with you to revise your plan so you can meet each of life’s challenges head on and celebrate your accomplishments along the way.

Our financial planning process involves four steps:

 

Identify your goals

We will help you determine who, when, why and what is important to you.  Identifying these things will help give us direction and purpose to helping you with your financial security. 

Plan wisely.

Develop your personalized plan

After outlining your goals, we will begin to develop your personalized financial plan.  This document is flexible and will change over time as your life and goals change, but ultimately this will be the blueprint for your financial future.

Plan thoroughly.

Implement your strategies

Together we will bring your financial plan to life with quality solutions and our unique approach.

Plan differently.

Review and Monitor your plan

Even small changes in your life can impact your financial plan.  We will help you adjust your plan as needed to stay on track.  This will help protect against the unexpected, accumulate wealth and preserve what you are working so hard to achieve. 

 

 

Scott Preston Underwood
Wealth Management Advisor


Socium Advisors

 

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