Richard N Preston, ChFC®

Wealth Management Advisor

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.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

The Importance of Planning for the Cost of Long-Term Care

This is an important planning consideration that we often cover with clients. Read more here.

What Is Earnest Money When Buying a House?

Earnest money can be a key part of the homebuying process. Here’s what you should know. Read more here.

Should You Pay Off Debt or Start Investing? Ask Yourself These Questions

With the right financial strategy, you may be able to do both. Read more here.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.