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Our Mission The Philadelphia Group commits itself daily to defining values, impacting lives and maximizing potential. Defining values: Most individuals and organizations need to engage in preparations to ensure future financial security, but they don’t always understand the form that those preparations should take. Financial Representatives from The Philadelphia Group work closely with clients to identify issues of importance for today and tomorrow, and in the process help create a vision of the desired future. Impacting lives: Rarely are individuals who consult with The Philadelphia Group working to make things better only for themselves. More typically there are family members, a business and its employees, or an organization that stand to benefit from the efforts of the individual. In some cases the implications can span generations – a dynamic that The Philadelphia Group takes very seriously. Maximizing potential: The value of effective coaches and mentors is their ability to see beyond what is and recognize what is possible. In a competitive world, an alternate, informed perspective can mean the difference between winning and merely finishing. The Financial Representatives of The Philadelphia Group are dedicated to helping clients make the most of what they have.A Network of Expertise Personal Needs Analysis Are you where you want to be financially? Are you prepared to fund your children's education in the years to come? Are you on the right path to a comfortable retirement? Your Financial Representative can provide you with a personal needs analysis to help you identify your financial needs and goals and provide you with solutions that are right for you. By keeping in touch with you, your representative can determine whether your needs have changed and keep you aware of the resources available to you. Business Needs Analysis Many business owners start out with an approach designed for growth and success. Now that you've made something of your business, can you protect your success? Our estate and business planning specialists can prepare a business needs analysis for you to evaluate your risk management, business continuation and employee benefit needs. They will work in cooperation with experienced specialists from the Northwestern Mutual Financial Network and your own advisors to help develop effective solutions that will accomplish your specific financial objectives. Investment Services Without a coordinated investment strategy, it can be difficult to build an effective investment portfolio that helps meet your financial needs. A Financial Representative, who is a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), can offer you access to a wide range of investment products and services to develop investment solutions aimed at meeting your financial objectives. Disability Income Insurance Disability income insurance protects one of your most valuable assets--your ability to earn an income. A long-term disability could suspend or terminate your income for an extended period of time. Your Financial Representative can offer you expertise on disability insurance products from Northwestern Mutual to help ensure a source of income in the event of a disability. Advanced Planning Our estate and business planning specialists can assist you in the areas of estate analysis, business insurance, retirement solutions and charitable giving. They can help you customize your path to financial success, developing advanced strategies to meet your financial objectives, provide for those you care about and endow your favorite charities. Their expertise can help you take care of your family or business now and into the future. Estate Analysis You've worked hard to build your estate over your lifetime. Probably the last thing you want upon your death is your heirs being forced to sell a portion of your estate to pay taxes or debts. Our estate and business planning specialists can assist you with estate, business and executive benefits to protect your assets and help ensure your estate is settled the way you desire. Employee and Executive Benefit Services Employee benefits are an important part of the growth of your business. Benefits such as health insurance, pension plans, group life and disability income plans make up the compensation package that helps ensure continued employee satisfaction and well-being within your company. Designing an employee benefit approach can be a complicated, technical and time-consuming matter. Working with a specialist from our Network affiliate, Strategic Employee Benefit Services, a nationwide program providing employee benefit services, we can help you create a solution designed around the unique needs of your company. Long-Term Care After a lifetime of work and proper preparation, a secure retirement can be your reward. That security will only be as strong as your ability to stay healthy. Most people would agree that their most important asset is their health. That is why it's important to ensure that if you are ever faced with an extended illness, you will receive the kind of care you need. Our specialist will assist you in determining your long-term care needs and design solutions tailored to your unique situation. |
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