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For many business owners and busy professionals, there’s little time left after career and family to deal with personal finances. Unfortunately, being too busy can be costly. You’ve likely saved some money, bought some life insurance and maybe even invested in the market, but have you really taken the time to look at your current financial situation in totality. More importantly, have you taken the time to ensure your financial future will be more secure?
That’s where I come in. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your insurance and investment needs, and provide comprehensive solutions for achieving a financially secure future.
Expert Guidance and Innovative Solutions As a Financial Representative of the Northwestern Mutual Financial Network, I have access to some of the most specialized financial expertise in the country. I am also able to provide you with high quality risk management and investment solutions from a wide variety of organizations.
Helping my clients to achieve financial security with an appropriate mix of expert guidance and innovative product solutions is a very personal matter. My commitment to you is to call on the full capabilities of the network, drawing upon my own skills and the expertise of qualified specialists to help you meet your personal financial and business goals.
Along the way, my hope is that we establish a trusting relationship, one that will endure and grow as your life changes and your financial needs evolve.
My MissionMy mission as a Northwestern Mutual Financial Network Advisor is to help my clients achieve financial security. At its most emotional level, my work is about helping people secure their financial future and protect what’s most important to them. Northwestern Mutual Financial NetworkWe provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience. What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of the Northwestern Mutual Financial Network, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed. |
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© 2010, The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from your Financial Advisor. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries and affiliates. Brannigan Heath Beam is an Insurance Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance), and a Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 6235 Morrison Blvd, Charlotte, NC 28211-3508, 704-365-2014, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org). NM and the Northwestern Mutual Financial Network - Charleston are not broker-dealers or registered investment advisers. There may be instances when this agent represents insurance companies in addition to NM or its affiliates. The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states. Brannigan Heath Beam is primarily licensed in South Carolina and may be licensed in other states. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, Certified Financial Planner and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements. |
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