Northwestern Mutual - Alan Spiegelman

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Alan Spiegelman, CLU®, ChFC®, AEP®

Wealth Management Advisor

Alan Spiegelman, CLU®, ChFC®, AEP®

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The purpose of our business is to help busy, successful people organize their financial affairs and plan for their financial future.We work in the areas of investments, estate planning, life and disability insurance, long-term care insurance, and retirement planning.
We have a highly structured, disciplined approach to financial planning.With respect to investments, we spend a significant amount of time discussing our clients financial goals and objectives, risk tolerance, and time horizon to develop a well managed, tailored plan that meets their needs.After setting an initial asset allocation, we review their current investment portfolio and recommend any appropriate changes that we feel are in their best interest.We then get into implementation, and monitor their investments to be sure that they continue to be in line with our original objectives.We meet frequently with our clients to reassess their financial goals and objectives, and to review their financial programs.I have a highly skilled and well-credentialed support staff of professionals, who assist me in helping our clients achieve their goal of financial security.
Our business is focused on providing a superior level of highly professional advice to our clients as well as providing excellent, personalized service.In addition to the areas mentioned above, we often consult with our clients on a variety of issues that involve their long range financial planning.We like to think of ourselves as lifetime financial consultants who are on call to assist our clients in any way that we can to help them reach their financial goals.
A Message from Alan Spiegelman
In these turbulent economic times, many people are looking for someone to guide them through unchartered financial waters. Our clients appreciate three things from us

our long range perspective on investments and financial planning issues
our unparallel commitment to providing our clients with a superior level of service and advice
our availability and accessibility on a daily basis to assist them in building and making a secure financial future

2007 Northwestern Mutual Annual Report spotlights Alan Spiegelman
Alan his clients, Barry and Jackie Posner, were chosen to be featured in the 2007 Northwestern Mutual Annual Report. Learn More.

Northwestern Mutual announced a 2011 payout of nearly 4.9 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies.

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New Interactive 2009 Annual Report
Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security.
Our interactive report features clients talking about why they felt secure in an unstable economy.
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Northwestern Mutual and Forbes launch the new Fact & Comment page
Forbes and Northwestern Mutual partner to launch a new page titled Fact & Comment on the Forbes.com Web site, offering expert insights from leaders in business and beyond.
Go to Fact & Comment page

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