Matthew Thomas Prunier, CFP®, CLU®, ChFC®

Wealth Management Advisor

What We Do

Our team excels in helping clients identify the strategies and products that make the most sense, now and in the future.  We work with you to develop a comprehensive financial plan, and meet with you regularly to refine and execute that plan.  Below are some of the areas where we help most often:

 

Fee Based Financial Planning

  • Robust discussion to identify financial values, motivations, goals and priorities.

  • Broad analysis to identify current planning gaps and outline/ educate around potential strategies

  • Full financial plan delivered and robust discussion of recommendations for implementation


Retirement Planning

  • Clarify goals and identify savings targets

  • Discuss accumulation strategies to ensure the success of your retirement plans


Risk Management

  • Implement relevant insurance and cash flow strategies to ensure financial security is protected in the event of unexpected loss of income, health or life.


Wealth Management

  • Ensure asset allocation and diversification matches risk tolerance and time horizon

  • Ensure coordination across accounts to maximize asset efficiency

  • Ongoing account management to ensure strategic rebalancing, tax-loss harvesting and glidepath adjustment as needed


Tax Efficient Planning

  • Maximize tax efficiency in both wealth accumulation and income distribution


Income Distribution Strategies

  • Optimize draw down strategies to ensure your income needs are met throughout retirement


Estate & Legacy Planning

  • Discuss legacy priorities and funding strategies, including strategic gifting and exemption optimization

  • Advise on use of insurance trusts in estate planning

  • Maximize wealth transfer tax minimizing or funding strategies

 

 

 

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