Richard D Owsik

Wealth Management Advisor

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.

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

 

I engage in a fact-finding analysis with you to help ensure that you have an accurate assessment of what your needs are. The process is meant to assist you with:

  • Taking the necessary steps to help protect your family against the financial loss that would occur in the event of a premature death.
  • Helping you meet your retirement plan needs.
  • Showing you how to protect your finances against the financial consequences of a disabling illness or injury.
  • Discussing your individual circumstances and tolerance for risk.
  • Helping you arrange to have wealth distributed exactly as intended – as an inheritance or legacy – either during one's lifetime or beyond.
    Financial planning will look at a number of your needs in order to help you achieve your goals.

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

6 Risks That Can Impact Your Retirement

Make sure your money lasts as long as you do. Learn about the risks that can impact your financial security in retirement. VIEW NOW.

 

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