Mark Marfil -Northwestern Mutual

03/17/2021

How do we prepare our next generation to handle money. How will we leave our child? will they Inherit our wise financial decisions or our poor money habits? what do you want to do for them? if these are some questions you have lets have a chat.

By redefining the purpose of fintech in family offices, high-net-worth individuals can secure a better passage of wealth across generations.

03/02/2021

Protecting your family or business can make unpredictable times feel steadier. I can show you solutions for staying focused on your goals instead of your worries. What did COVID look like for you? Lets connect.

02/26/2021

It’s a critical time to have protection in place for your family or business. If you’re not insured, let’s talk about how you can enjoy your life today without worrying about tomorrow.

02/26/2021

Buying a home is one of the biggest financial decisions you’ll make. Let’s talk if it’s on your radar.

Virtual home tours have become more popular during the pandemic, but buyers still need to check out every nook and cranny. Here’s how to make the most of a virtual home tour.

01/28/2021

Old men sit in the shade because they planted trees in their youth.
Ugandan Proverb

This is one of my favorite proverbs, what are the things we can do today to help change the future not only for ourselves but to help those we love. lets sit down for a goal session.

Yes, 2020 took the world for a wild ride. But by using smart strategies instead of the usual new year's resolutions, leaders can optimistically thrive in 2021 and beyond.

01/15/2021

Debt pay down is a big goal for a lot of people in 2021. Many people feel overwhelmed with the debt that they have. what is the smartest way to pay down those debts? Let makehttps://www.forbes.com/sites/forbesfinancecouncil/2020/06/26/should-you-pay-off-debt-or-invest-for-retirement/?sh=14e15f5172d5 2021 the year we plan to make a change.

Deciding whether to pay off your debts or invest for retirement is a question of expected value and probability -- one which has no clear, one-size-fits-all answer.

01/11/2021

Being a third generation plumber and the first master licensed I learned the power of hard work. That is why I opened my own Financial planning practice to help those who build the world around us. If you would like to talk about planning and what does that look like please let me know.
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Blue-collar execs are motivated by the challenges that come with building something from nothing, not the status of the role.

12/21/2020

If you’re looking for ways to balance reaching your goals with protecting your finances, we can help.

2020 was a year that caught us all off guard, but it taught us the importance of protecting our finances. These 5 financial resolutions can help you prepare for 2021.

12/17/2020

We often meet with our client’s children to help start them on the right financial track.

As a parent, you may be wondering how to prepare your kids for financial independence. Here are a few key lessons that can help them transition.

12/14/2020

For many of us 2021 can't get here soon enough, as we say so long to 2020. Lets talk about what we learned from this past year and how we can use that knowledge to make the most of 2021.

These financial new year’s resolutions can set you up to get closer to your dreams in 2021.

12/03/2020

Hey everyone, its that time of year were we look at what we have and see if there is anything we can do to help those around us. With it being a crazy year, here are somethings to help when giving to charity.

After this year you may be more compelled than ever to give toward a charity, and there’s no shortage of organizations that need help. Here are 4 tips to help maximize your charitable donations.

12/03/2020

The end of the year is a good time to pause and take stock of your financial situation.

While you don’t want to think about your finances every day, it can be beneficial to review the big picture at least once a year. Our year-end financial checklist can help.