Andrew Bird
Financial Representative
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The Process
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The Process

Financial Pyramid Life Cycle

Guide to the Future

Financial Health
Financial Pyramid Life Cycle

Over a lifetime, most people will experience many different financial needs and circumstances that can be summarized into three stages: risk management, wealth accumulation, and wealth preservation and distribution.
Financial pyramid life cycle

In risk management, the foundation of the financial pyramid, you protect that which you can least afford to lose—your earning power.

With that foundation firmly in place, I can help you accumulate wealth in a tax-efficient manner for specific goals such as your children's education, retirement funding, or a future financial need.

Success in the wealth and accumulation area creates the need to preserve and distribute that which you have worked so hard to accumulate.

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Copyright 2008, The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444.

Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) and its subsidiaries and affiliates. Andrew Joseph Bird is an Insurance Agent of NM (life insurance, annuities, and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance). Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 1101 N Market St Ste 100, Milwaukee, WI, 53202, (414) 271-3242, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC. NM and The Grogan Group are not a broker-dealer or registered investment adviser. There may be instances when this agent represents insurance companies in addition to NM or its affiliates.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network representatives might not represent all entities shown or provide all the services discussed on this web site. Not all products and services are available in all states.

Andrew Joseph Bird is primarily licensed in Wisconsin and may be licensed in other states.