Bruce M Mozinski, CFP®, CLU®, RICP®, CASL®

Wealth Management Advisor

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With over 60 years of experience working with investments, insurance and planning, as well as almost a dozen advanced designations between us, my team and I are uniquely qualified to assist clients in all three phases of retirement planning: 1) approaching retirement 2) transitioning into retirement 3) living in retirement.

During the approach phase, we help our clients focus on effective accumulation of assets and protection of income sources. Transitioning into retirement creates tremendous anxiety for most people. As they prepare to leave their work behind, we provide guidance through the important decisions regarding Social Security, pensions, alignment of resources, and portfolio allocation changes that will help providide income for the rest of their lives. Finally, living in retirement, is when we address the six big risks of retirement planning: longevity, market risk, inflation & taxes, health care, long-term care, and legacy.

While the complexities of this type of planning can seem like a daunting task, our job is to help our clients focus on what matters most...their true values...and help them align all of their resources with those values. By taking a step back to gain true understanding, we achieve the clarity needed to make good decisions, implement sound strategies, and instill confidence in our clients that what they are doing will take them where they want to go.

Our clients have found that our combination of education, experience, and resources allows them to comfortably navigate the changes life has in store, and as the unexpected occurs, they know they have a partner that is aligned with their values and will help them address their concerns.

Here’s How Tax Brackets Work

Tax brackets can be confusing but we can help explain how you can use them to estimate your tax bill. Read more here.

Steps for Financial Planning Throughout Your Life

Anyone can benefit from a mapping out a financial roadmap that shows you how to reach your financial goals. Read more here.

How Much Money Do You Need to Live Comfortably in Retirement?

The answer is different for everyone so your plan should focus on setting up the income you’ll need. Read more here.

 

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