Life never stands still:
It evolves, changes direction, and leads to new possibilities. That means your approach to financial security cannot be static, because as your life changes, so do your needs and goals.
Working together, we can help you identify your financial goals and objectives to help you prepare for the future and help protect you if life takes an unexpected turn.
Keeping pace with life's changes is important. Let me help you achieve a secure financial future.
No Family Left Behind:
Keith Davis holds the belief that when it comes to planning for the financial security of those that you love most dearly, there is nothing more important than fully understanding your options. It doesn't matter how much you earn, what your background is or what you do for a living - as long as you have a willingness to learn about - and improve your personal financial situation.
Educate:
The chief aim of Keith's practice is to educate families and individuals on the importance of developing a plan for financial security that will last a lifetime. To accomplish this, he seeks to provide people with a knowledge base to make informed decisions and improve their quality of life.
Inspire:
Active in his local community, Keith draws his energy and passion from sharing his knowledge and expertise with everyone he meets. He will challenge you to think about your life and what you seek to create as your own personal legacy for both family and community.
Transform:
The reality of life is that we all face our challenges, struggles and joys. Keith has devoted his personal time and professional career to guiding others along a path of knowledge and discovery. The transformation requires action on your part. The first step is to contact Keith and be ready to have a courageous conversation about what you want your future to become.
Speaking Engagements:
If you would like to have Keith speak to your group, organization, parish or community center, please email him today at keith.davis@nmfn.com
A few examples of prior successful events include:
* Religious Organizations & Parishes
* Public Schools & Charter Schools
* Union Halls
* Corporations
Account Access:
* Individual Life
* Disability and Annuity
* Business Insurance
* Brokerage and Advisory Investment Accounts
* Trust and Private Client Services
* Sign Up Information and Assistance
Calculators:
* College Funding
* Is There a Gap in Your Disability Plan?
* Life Insurance
* The Longevity Game more
Client Center:
* Inquire and Service Information
Advanced Planning Library:
* Northwestern Mutual's Advanced Planning Library is a powerful legal research tool