We are a national financial planning practice that is passionate about helping others reach financial independence.

We serve the emerging affluent and affluent wealth with an integrated approach to stress free financial planning.

With a heavy client concentration of physicians, business owners, executives and retirees we provide comprehensive financial planning, retirement income planning, investment & advisory services, physician loan repayment planning, Risk Management and more.

 

Benjamin R. Levy

Benjamin R. Levy, CFP®, RICP®

Wealth Management Advisor

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.