Value Add With K&k

#21: Warren Duthie: Financial Planning with Northwestern Mutual

Informações:

Sinopsis

A Wealth Management Advisor at Northwestern Mutual, Warren Duthie discusses the differences between certain financial policies and which policy would be right for each person depending on their life situation. He talks about how he uses a four-step approach in working with his clients to understand complex financial issues and how they can affect life goals — whether a client is working to achieve current financial success or to protect and preserve assets over the long-term. You can find Warren at: Instagram: @warrenduthie Facebook: https://www.facebook.com/warren.s.duthie LinkedIn: https://www.linkedin.com/in/warrenduthie/ Learn more about your ad choices. Visit megaphone.fm/adchoices --- Support this podcast: https://anchor.fm/getinthecashflowgame/support