Kurt Mattson, CFP®, Wealth Management Advisor
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Committed to establishing Relationships built on Trust to achieve Growth.
Financial Planning Process
- Establishing and defining the client-planner relationship.
- Gathering client data and goals.
- Processing and analyzing/evaluating the client's financial status.
- Presenting financial planning recommendations and/or alternatives.
- Implementing the financial planning recommendations.
- Monitoring the financial planning recommendations.
It is Kurt Mattson's commitment and belief that who he is as a financial advisor has a substantial impact on the level of service and quality of the financial counsel Kurt Mattson provides to clients.
By taking a comprehensive assessment of your current situation, helping you prioritize your goals, and developing a workable strategy with clear action steps and timetables, Kurt Mattson will do his best to help you protect and provide for those people you care about most. Kurt Mattson will work hard to build a relationship with you based on trust and integrity, always striving to provide you with a high level of ethical service.
Kurt Mattson specializes in Investments and Retirement Planning. He works primarily with Professionals, such as dentists and physicians, and Business Owners/Entrepreneurs.
Please visit this link to see Northwestern Mutual's investment allocation in their general account. This speaks volumes for what Northwestern Mutual promotes as a company.
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Going Green NMIS Online clients can support efforts to go green by enrolling in electronic delivery (e-delivery) of brokerage account statements and trade confirmations.
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Rebuild, Revive and Learn From the Great Recession Northwestern Mutual’s CEO Ed Zore and Steve Forbes hosted events in Atlanta, Denver, Minneapolis and Newport Beach focusing on key lessons learned in the Great Recession and how to rebuild and revive the economy.
Visit the Northwestern Mutual Resource Center’s Fact and Comment page on Forbes.com for additional insights. |
New Interactive 2009 Annual Report Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security.
Our interactive report features clients talking about why they felt secure in an unstable economy.
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Ratings agencies affirm Northwestern Mutual’s top rating – again!For the 19th consecutive year, all four major ratings agencies affirmed Northwestern Mutual’s best-possible insurance financial strength ratings. See what Fitch Ratings, A.M. Best, Moody’s Investors Service and Standard & Poor’s said about Northwestern Mutual’s consistent strength and stability. |
Northwestern Mutual and Forbes launch the new Fact & Comment page Forbes and Northwestern Mutual partner to launch a new page titled Fact & Comment on the Forbes.com Web site, offering expert insights from leaders in business and beyond.
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Dividend AnnouncementNorthwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.
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Lessons from the U.S. OpenIt takes both strength and consistency to reach the top of any leader board. See how Northwestern Mutual stacks up on the industry leader board.
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Managing Your Money In A DownturnNorthwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the
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Themint.org – Financial Literacy for KidsAn interactive Web site designed to help parents raise "money smart" kids. Visit this award-winning site for fun activities, games, and challenges for students; tips for parents; and extensive resources for teachers. Sponsored by Northwestern Mutual.
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