Overcoming the unspoken rule that money is too taboo a topic to discuss among family members is important going forward. The reality is that families, at some point, will need to be on the same page about wealth planning.
What if financial planning wasn’t just a conversation between a client and an adviser? What if it could also be an enlightening discussion between parents, grandparents, kids and partners about their shared future?
Over the past few decades, the financial advice industry has been on the march away from transactional, product-centered meetings where an agent sits across the table to sell you an insurance plan or the latest investment fad. In its place, the industry has increasingly prioritized people’s planning needs over product considerations.
At Northwestern Mutual, we’ve been on the cutting edge of this movement – delivering clients comprehensive financial plans to help them protect what they’ve already built while also creating future prosperity. Learn more