Steven Steven Wilterdink, CLU®, ChFC®

Financial Advisor

How much income will your retirement assets produce? Will you outlive your assets? The 4% withdrawal formula is too simplistic. When markets decline, they are making withdrawals too. How will taxes, long term care expenses, or a legacy goal impact our retirement? Distribution planning is far more complicated than the accumulation phase.

 

My mission- your portfolio is most vulnerable to negative returns the 8 to 10 years prior to retirement and the 8 to 10 years after you begin withdrawals. We can increase your financial security in retirement. Come in and talk with us soon.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Protect your largest asset

Disability income insurance can protect your largest asset - your income. Northwestern Mutual can help. Learn more about how a disability insurance policy can help protect your income and your family.

Two Ways the Northwestern Mutual Foundation Supports Children and Families in Need

Can childhood cancer be beaten? We believe. That’s one of our charitable initiatives to help children and families in need. Learn more

 

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