Daniel K Loventhal, CFP®, CLU®, CLTC®, ChFC®

Financial Advisor

Financial Security Planning

None of us can predict the future.  The best we can do is prepare for it – with a plan that anticipates the risks we are likely to face, prepares us for the challenges we need to overcome, and identifies the opportunities we need to seize. Your path to financial security starts with a comprehensive plan that outlines a clear path to achieving success.  I can help you create a plan based on your values that addresses your dreams for the future.

Northwestern Mutual Goodwin, Wright’s 2017 Inaugural Day of Service

We invite you to watch Northwestern Mutual Goodwin, Wright’s 2017 Inaugural Day of Service!
“To come out today, be together, and give back is really symbolic of who we are.” – John Wright, Managing Partner.

https://www.youtube.com/watch?v=eEDD9SqA36I&feature=youtu.be

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.

 

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