Bruce M Mozinski, CFP®, CLU®, RICP®

Wealth Management Advisor

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.

The economic recovery and what it means for you. Hear the insights from our leadership.

Watch the video. The leaders of Northwestern Mutual share their insights on the economy, monetary policy, the markets, managing financial risks, and what it all means for your finances. 

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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