Our Mission

Our purpose is to help our very busy and successful clients do the financial planning they know they need and want to do, but because of family, work and other obligations, it doesn’t get done. Our executive clients have reached or will reach the pinnacle of their professions by focusing on their career, often at the expense of their own financial planning needs. Our role is to be their personal CFO.


Location

2515 South Road, Suite 201

Poughkeepsie, NY 12601

Phone Number: 845-224-0002

 


 

Paul A Phelps, MSFS, CLU®, ChFC®, AEP®, CASL®

Managing Director

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

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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