Michael P Mennella CLTC

 

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Hard work, discipline, expertise, and financial planning transform aspirations into reality. Wherever you may be on the road to success, professional guidance can help you achieve your goals toward of financial security and continued growth.

Whether you are seeking to preserve the full value of the success you have already achieved or looking to grow your assets over the long term, Michael can help you create a personal plan that addresses your specific goals.

A good financial plan will lay out what you need to do today to help achieve your goals for tomorrow. It should take a broad range of areas into account such as, including retirement planning, education funding, estate planning, investment planning, and asset allocation, to make sure your investment portfolio is designed to match your circumstances. Michael will help you gain a clear understanding of these interrelationships which will prove valuable as you confront the evolving economic issues.

Regardless of the complexity of financial issues you face, no time is better than the present to get started. The sooner you can plan ahead, the better the outlook for a financially secure future. Contact Michael today.

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Michael.  

My Mission

It is Michael's commitment and belief that who he is as a financial advisor has a substantial impact on the level of service and quality of the financial counsel Michael provides to clients.

By taking a comprehensive assessment of your current situation, helping you prioritize your goals, and developing a workable strategy with clear action steps and timetables, Michael will do his best to help you protect and provide for those people you care about most. Michael will work hard to build a relationship with you based on trust and integrity, always striving to provide you with a high level of ethical service. 

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Michael.

Northwestern Mutual Financial Network

We provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience.

What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of the Northwestern Mutual Financial Network, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.