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 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 Northwestern Mutual financial planning process involves four steps:

Our Financial Planning Process

  • 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.

  • 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.

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

  • Review 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.

And although your financial strategy will be unique to you, we’ll ensure that it’s built on a solid foundation to help you protect against the unexpected, accumulate wealth and preserve what you’re 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