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.

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

How Much More Room Does This Economy Have to Run?

The Dow is reaching record heights, but is there growth left? Should investors be ready for a downturn? Our experts weigh in on how likely it is that investors will see growth and what causes markets to change course.

Help Pay for Life’s Big and Small Moments

Convert some or all of your term policy to whole life today; it’s quick and easy. Premiums never go up, and your cash value is guaranteed to grow. Learn more now.

 

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