Brendan W McDermott, CFP®, CLU®

Wealth Management Advisor

Professional

Previous Experience:

Financial Services Representative - State Farm Insurance, Jackson, WY

Donor Services Officer - Community Foundation of Jackson Hole, Jackson, WY

Executive Director - Habitat for Humanity of the Greater Teton Area, Jackson, WY

Financial Representative Intern- Northwestern Mutual Financial Network, Northboro, MA

 

We understand that the best way to achieve your financial goals is to identify your current financial picture with your future financial goals. By listing your goals and objectives, identifying your assets and liabilities, and comparing what you have to what you want, we work with clients to define their vision of a secure financial future, focusing on providing solutions in line with that vision, and working towards achieving results.

Over a lifetime, most people will experience many different financial needs and circumstances that can be summarized into three stages: risk management, wealth accumulation, and wealth preservation and distribution.

Risk Management: The foundation of the financial pyramid, you protect that which you can least afford to lose—your earning power.

Wealth Accumulation: With that foundation firmly in place, you accumulate wealth in a tax-efficient manner for specific goals such as your children's education, retirement funding, or a future financial need.

Wealth Preservation and Distribution: Success in the wealth accumulation area creates the need to preserve and distribute that which you have worked so hard to accumulate.

Life's complexities leave little room for "standard" approaches, so we use a four-step approach in working with clients:

Get to know clients
Analyze Needs
Identify Solutions
Keep in Touch

Before we can speak intelligently about the products and services that might be appropriate for you and your family, we need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know us.

 

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