Nisu M Patel, RICP®

Financial Advisor

Let Go of the What-Ifs

You have worked tirelessly to build a business, establish your career, and become a well-respected pillar within your community.

You want to be a role model for your next generation, sharing your abundance of success and lessons learned with those you love.

Of course, this role is not without its pressures. The demands of daily life often push planning ahead to another time.

However, when “another time” never comes, it’s replaced by “what-if.”

Business

What if I have no idea where to start?

Let’s start a real conversation about what’s most important to you, then build a plan to alleviate the “what ifs,” and make those bigger-than- imagined dreams come true.

The first step – let’s talk about you. Delegate the rest to us.


Awards and Recognition

Northwestern Mutual Forum 2021

"I’m quite humbled and incredibly honored to be named one of the top financial planning and investment firms in the country by Northwestern Mutual. Working with diverse business owners and their families to achieve financial freedom is an honor."

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

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What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.