Kurt Mattson, CFP®
Wealth Management Advisor


Mattson & Associates

Kurt Mattson, CFP®, Wealth Management Advisor

Kurt Mattson leads a team of financial professionals who specialize in retirement planning, wealth management, investments and estate planning. Kurt leverages the insight of CERTIFIED FINANCIAL PLANNER™ (CFPs®) and a network of experienced wealth management professionals to help you achieve your financial goals. He works primarily with professionals, such as dentists and physicians, business owners/entrepreneurs and senior level executives.

You may be asking yourself, 'what exactly falls within the job description or responsibilities of a financial advisor with Kurt Mattson's skills and experience?' 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 articulate and prioritize your retirement and estate planning 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 the 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.

Committed to establishing Relationships built on Trust to achieve Growth.

Financial Planning Process

  1. Establishing and defining the client-planner relationship.
  2. Gathering client data and goals.
  3. Processing and analyzing/evaluating the client's financial status.
  4. Presenting financial planning recommendations and/or alternatives.
  5. Implementing the financial planning recommendations.
  6. Monitoring the financial planning recommendations.

 

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