Our Mission

Filled with the belief that comprehensive planning is the bridge between goals and their achievement, we work alongside you and your family to connect your dreams with the actions needed to accomplish them.

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®, CASL®, RICP®

Financial Advisor

The Fed Lowers Interest Rates Again

Here’s our take on the Fed’s decision to lower its key interest rate by a quarter point. Read more.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

How One Couple Built Their Dream Backyard

One couple saw a property flaw as the chance to create the backyard of their dreams. Read more.

 

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