Max Flisi - Northwestern Mutual

The right financial advisor has what you need for planning every stage of life. Message me to see which tools work best for you.

I’ve got my goggles and my nose plug and I’m ready to dive headfirst into your financial plan. Let’s do it.

Americans will transfer as much as $124 trillion in assets to heirs through 2048. If you don’t have a plan to transfer your wealth, I can help you get started.

Maximizing Wealth Transfer: Estate, Gift, and GST Tax Exemptions By transferring your wealth in the most tax-efficient manner, you’ll pass along more of the wealth you’ve worked so hard to build and preserve for future generations.

Northwestern Mutual’s latest survey shows nearly one-third of Americans expect to leave an inheritance. But there’s more than one way to leave a legacy. Reach out and let’s start creating yours.

Ways to Leave a Financial Legacy You can’t take it with you. But you can create a plan to pass along what you’ve earned—and learned—to your loved ones after you’re gone.