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Helping You Align Financial Actions With Your Intentions

Financial success doesn't happen by chance; it's a function of choice. Transforming aspirations into reality takes strategy, action and discipline. It's hard work. But we're with you every step of the way - whether you are a business owner, key executive, family or individual. Meet the Alignment Wealth Management team:

Team

Pictured from left to right; Andy Stavros, Ted Ketchum, George Mc Guire, Christie Palmer, John Williams and Ryan McGuire.

"When we first meet with people, we often hear how frustrated they are with their financial situations. Many don't have a financial plan - or if they do, they're off track and haven't made as much progress as they'd like. We help you align your financial actions with your intentions. First, we start with thorough fact finding to learn where you are today and where you'd like to be. Then we create a strategic plan to help you get there and implement at a pace you're comfortable with to achieve your goals."

- George McGuire and the team at Alignment Wealth Management -

 


 Please Join Us: A Virtual Introduction

For an interactive overview of our firm, philosophy, team approach and how we can serve you, please click on our Alignment Wealth Management e-zine below!

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.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

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.