Planning For Your Future

Financial planning doesn't happen by chance, rather, it is the product of meticulous, sound decision-making. Whether you are looking to protect, grow or transfer wealth, as a Wealth Management Advisor, I am here to help. With a deep understanding of complex financial issues as well as the intricate economic forces at play, we provide guidance that you can trust.
 
Financial planning is about bringing the future into the present so that we may act now, though, this requires a commitment of time-both yours and ours. We will work to understand your current personal circumstances, financial position, and your goals for the future in order to craft a personalized planning solution that is right for you. Our team will then develop and implement a financial plan that balances your short-term needs with your long-term goals. Together, we regularly review your financial plan and assess your financial progress, making sure that  your overall financial picture for the future reaches its full potential.
 
Let me help you ensure your financial future is all you want it to be.


The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And, when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged in an integrated approach that helps you build an achievable, flexible financial plan with the right mix of insurance products and investment strategies to help get you to your goals.

 


Asking The Hard Questions

  • How important is it to you to retire only once?
  • What have you done so far to finance the last 30 years of your life?
  • How much do you want luck to play a role in determining your investment and retirement success?
  • What would reduce the stress you have concerning retirement money matters?
  • What have you done to prepare for the next downturn in the market?
  • How large a debt burden do you want your child to have after college graduation?

 


Recent News

Baji was honored to speak at the 2018 Northwestern Mutual Central Regional Meeting on business financial planning.

 

Baji V Puram, CLU®, ChFC®, CASL®

Wealth Management Advisor

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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