Peter A Mortka CFP®, CLU®, ChFCFinancial Advisor |
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Northwestern Mutual Expects to Pay $4.6 Billion in Dividends to Policyowners in 2009The Northwestern Mutual Life Insurance Company will continue to lead the industry in total life insurance dividends paid in 2009 - crediting their long term investment strategy, strong operating fundamentals, and capital strength for delivering exceptional value to policy owners.
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, I 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. I 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 me 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 Peter Mortka.
My MissionMy mission is to help clients attain financial security for their families and businesses. Because you cannot predict the future, I will help you plan for the best and worst case scenarios and create a long-term relationship. I am committed to providing expert guidance and innovative solutions, and will work to create long-term relationships based on quality service and integrity. Northwestern Mutual Financial NetworkWe 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. |
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Legal Notice | Online Privacy Statement | Customer Privacy Notice © 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. 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 your Financial Advisor.
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. Peter A Mortka 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), and a Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 1201 Troy Schenectady Rd Ste 120, Latham, NY 12110-1028, 518-785-4141, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC. NM and the Northwestern Mutual Financial Network - Albany are not broker-dealers or registered investment advisers. 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 and their staff 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.
Peter A Mortka is primarily licensed in New York and may be licensed in other states.
CA License: #0C68920 CFP Board owns the certification marks CFP®, Certified Financial Planner™ and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements. |
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