Richard N Preston

Contact

Richard N Preston, ChFC®
Wealth Management Advisor

180 River Rd Fl 2
Summit, NJ 07901-1449

Phone: 908-918-4046

Fax: 908-918-4089

Email Richard N Preston

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It's About Relationships - We Build Clients, not Customers

If I called you today, would you be able to tell me how much life insurance you presently own, what type of life insurance it is and what your annual premiums are? Are you able to explain the costs and benefits of your current long-term disability plan with your employer? Do you have an annual savings budget? How aware are you about the value of the investment assets you own, how they are performing and how diversified your holdings are? Do you have a will and is it current?

My practice is devoted to helping successful professionals and private business owners both identify and achieve their financial goals. Throughout my career I have found that the vast majority of those I meet procrastinate about addressing their needs. Their lives leave little time for planning. Moreover, the market is glutted with products and financial professionals and choosing an advisor is difficult.

Our business is focused on providing overall risk management, wealth management and estate planning advice and solutions.Together with my staff we are devoted to building long-term relationships with our clients and making a positive impact on their lives and those they care about most by continually adding value.

We are not interested in transactional business. We are client centered. Call, email or fax and find out for yourself how we might be able to add value to your situation.

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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

ForbesForbes 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.

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Dividend Announcement

Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

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Lessons from the U.S. Open

It takes both strength and consistency to reach the top of any leader board. See how Northwestern Mutual stacks up on the industry leader board.

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Managing Your Money In A Downturn

Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF).

Advanced Planning Library

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.