Al Waldrop, CFP®, CLU®, ChFC®

Wealth Management Advisor

News

If You Live For It, We’ll Help You Plan For It.

See what our version of financial planning looks like. Read now.

See Your Complete Financial Picture

Review your policies, go paperless, pay your premiums and aggregate your credit cards and accounts. Get access now.

Medicare Simplified: Know your Options, Know your Costs

Find out the key considerations and information to help you select the Medicare options that are right for your needs. Download now.

Social Security Simplified: Select the Right Options to Help Maximize Your Income

Learn the options available that could get you a larger benefit. Download now.

 

 

What’s Your Vision for the Future of Your Business?

The transition of your business takes careful and strategic planning, so it’s important to start early. This white paper can help you weigh the pros and cons of your potential successors and help evaluate transfer strategies to fit your goals and tax needs.
Download now

The Greatest Gift: A Plan for Long-Term Care

How planning in advance for long-term care needs can help loved ones.

Watch the Video Now

Largest Dividend Payout In Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history. Read more.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

A Guide To Your Finances In Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how.

Finances In Your 30s: A Start-To-Finish Guide

From saving for your first home to investing in your future. Read more.

Money And Marriage: A Guide To Combining Finances

How to tackle everything from joint bank accounts to budgeting to taxes. Read more.

We Create Plans For People, Not Money

At Northwestern Mutual, we do financial planning differently. If you live for it, I can help you plan for it. Learn how.

Everything You Need to Know About Buying A Home

From mortgages to closing costs, here's how to prepare. Learn more

 

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