I'm a Financial Representative with Northwestern Mutual in Columbia, SC. My team and I build written financial plans for individuals and small businesses, to educate clients on six main topics related to financial security. Those topics typically include retirement, estate and insurance planning, tax impact planning, college funding, and asset management. Our work includes identifying potential blind spots and helping people define their ideal financial picture. We first review what's most important to the client and ultimately focus on solutions that can help make their goals a reality. We prepare a formal financial plan for every single client, at no charge, and that allows me to share objective advice, and then recommend prudent strategies, products and/or vehicles to solve those needs.