Our Mission
Rick McGarry and his team are committed to serving clients in ways that go beyond mere satisfaction. “Technical knowledge and follow-through are just the start of what takes us from ‘good to great,’” Rick contends. “Our Network Representatives strive to make real connections with our clients. You’ll find them extraordinarily considerate of who you are and what your family and business mean to you. This enables them to deliver way beyond what you’d expect, and always with your needs foremost in their minds.”
A Network of Expertise
“Our network is made up of more than a dozen Network Representatives. Our team is skilled at identifying innovative ways to help clients reach their financial goals.”
-- Rick McGarry
Financial Planning
Long-term financial success doesn't happen by chance. Each area of your financial life can have an impact—positive or negative—on your other goals. Understanding these interrelationships is important as you deal with ongoing economic issues. Financial planning is a life-long process that assists you and your family in taking control of your financial future. By setting financial goals, developing strategies, and monitoring the progress on a regular basis, the likelihood of achieving your results is greatly increased.
Personal Needs Analysis
Are you where you want to be financially? Are you prepared to fund your children's education in the years to come? Are you on the right path to a comfortable retirement? Your Financial Representative can provide you with a personal needs analysis to help you identify your financial needs and goals to provide you with solutions that are right for you. By keeping in touch with you, your representative can determine whether your needs have changed and keep you aware of the resources available to you.
Business Needs Analysis
Many business owners start out with an approach designed for growth and success. Now that you've made something of your business, can you protect your success? Our estate and business planning specialists can prepare a business needs analysis for you to evaluate your risk management, business continuation and employee benefit needs. They will work in cooperation with experienced specialists from the Northwestern Mutual Financial Network and your own advisors to help develop effective solutions that will accomplish your specific financial objectives.
Investment Services
Without a coordinated investment strategy, it can be difficult to build an effective investment portfolio that helps meet your financial needs. A Financial Representative, who is a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), can offer you access to a wide range of investment products and services to develop investment solutions aimed at meeting your financial objectives.
Estate Analysis
You've worked hard to build your estate over your lifetime. Probably the last thing you want upon your death is your heirs being forced to sell a portion of your estate to pay taxes or debts. Our estate and business planning specialists can assist you with estate, business and executive benefit solutions to protect your assets and help ensure your estate is settled the way you desire.
Employee and Executive Benefit Services
Employee benefits are an important part of the growth of your business. Benefits such as health insurance, pension plans, group life and disability income plans make up the compensation package that helps ensure continued employee satisfaction and well-being within your company. Designing an employee benefit approach can be a complicated, technical and time-consuming matter. Working with a specialist from our Network affiliate, Strategic Employee Benefit Services,* we can help you create a solution designed around the unique needs of your company.
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