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Dealing With A Down MarketThe Northwestern Mutual Wealth Management Company has prepared an analysis of the recent market turmoil to provide you additional guidance and perspective - click here. Please feel free to give me a call if you have any questions or would like to further discuss your investment goals. Welcome Financial security is often a major objective in each of our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, Royce Zimmerman can help you identify your needs and provide complementary solutions. Many people look back on their lives with regret; not for the things they have done, but for the things they have left undone. They find they are more successful than they thought they would be and saved less than they intended. They find themselves in situations that are more complex and less predictable than they anticipated. That is where Royce comes in. He will take the time to get to know you and your preferences. He can help you anticipate and prepare for the best and worst scenarios. The relationship he establishes with you enables him to focus on your needs what you want for your family and what you are currently doing. Throughout your lifetime, Royce Zimmerman will help you understand what you need to prepare for and protect. You can feel confident that Royce will offer you solutions based on your individual needs. Working together, Royce 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 him help you achieve a secure financial future. My Mission"Our family helping protect, grow and preserve your business and family legacy." Working together, Royce Zimmerman and Tara Zimmerman can help challenge you to think beyond today's urgency, to execute tax-efficient financial strategies that align with tomorrow's important goals. Following an initial consultation to audit your current strategies, the Zimmerman team will look for areas within your financials that can more efficiently align with your business or family direction. When new financial tools are required, Royce and Tara, along with their team, will help implement the most appropriate solution, semi-annually, or more often as needed, Royce and Tara will meet with you to adjust strategies to your developing needs and goals, and the morphing landscape of the market, the tax system, and the surrounding financial environment. My Team Can Help With:
Contact Amanda Turner: 303.512.2194 Contact Tiffany Ficken: 303.512.2198
Zimmerman Receives Prestigious Award Northwestern Mutual is honoring financial representative Royce Zimmerman with its 2010 Forum Award, recognizing an outstanding year of helping clients throughout the region achieve financial security. Zimmerman joins a distinguished group of representatives from across the country who have qualified for this honor. “Professionals like Royce Zimmerman have never been more valued and needed by families who are seeking financial security,” said Northwestern Mutual Executive Vice President Todd M. Schoon. “In Denver and around the country, there’s been a surge in demand for long-term financial security planning to address the challenges of living longer, uncertain financial markets, less guaranteed income for retirement and significant health and long term care costs.” Zimmerman and other winners will receive awards at the Northwestern Mutual Forum conference held in Scottsdale, AZ, on November 7 to 10, 2010. At the development symposium, Zimmerman will learn new insights from prominent speakers, connect with educational resources and share knowledge with fellow colleagues.
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). |
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FORTUNE® magazine asked experts to choose the “
