Greg S Lavin, CLU®, CRPS

Wealth Management Advisor

Welcome

Life never stands still. It evolves, changes direction, and leads to new possibilities. That means your approach to financial security cannot be static, because as your life changes, so do your needs and goals.  The Qualified plan becomes one of the most flexible and valuable assets to achieve these goals.

Proper plan design and investment platform can make a dramatic difference in your financial future.  This would include not only the accumulation phase but also the income distribution phase.  Working together, we can help you identify your financial goals and objectives to help you prepare for the future and help protect you if life takes an unexpected turn. Keeping pace with life's changes is important. Let me help you achieve a secure financial future.

 

My Mission

As a Northwestern Mutual Financial Network Representative, my mission is to help you achieve financial security for your family or business. I will work with you to help identify your financial goals, suggest a solution to help you reach those goals, and show you ways to implement them.

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