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

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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.


Northwestern Mutual and Forbes launch the new Fact & Comment page

Forbes

Forbes 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.

Go to Fact & Comment page


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.

Click here to read more


Consistency Counts Scorecard

As in golf, the low score wins the game. Find out how Northwestern Mutual’s performance ranks relative to the competition. In times like these, it’s nice to know that Northwestern Mutual isn’t just strong — it’s consistently strong.

View Scorecard


Consistency Counts

Strength on its own can be impressive. When consistency is added, that’s when it becomes real. At Northwestern Mutual, we’ve been able to deliver real strength for over 150 years. Put our strength to work for you.

Strength that works.


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.