Nisu M Patel, RICP®

Financial Advisor

What We Do

You don’t have to have all the answers. Truly successful people know they don’t have to be an expert in everything - in fact, the most accomplished individuals I work with know the value of delegation. They’ve built a network of experts to properly execute their financial, tax, estate, and business planning.

As one of those experts, my job is to minimize the worry of “what-if.”

Business

How to Get Started

Our financial planning process involves four steps:

LET'S MEET

Schedule time to meet with me. In this meeting , we’ll make sure we understand what’s important to you and your loved ones, where you are today and where you want to be in the future.

WE CREATE YOUR PLAN

My team will analyze your financial situation and develop recommendations that can help you and your family achieve financial security.

RECOMMEND AND IMPLEMENT

Together, we’ll bring your financial plan to life with best-in-class financial products and solutions that feel right.

REVIEW

Even small changes in your life can impact your financial plan. Our team will help you adjust your plan as needed to stay on track.

 

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.