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Plan for the Success of Your Business

We recognize that the goals you have for your business and personal life are intertwined. Learn how our integrated approach to financial planning can help manage the full scope of your needs and goals at every stage.
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How do you know what investments are right for you?

Learn five critical questions you need to answer to build the right strategy for your financial plan.

Social Security Won’t Be Enough: 6 Reasons to Consider an Income Annuity

Learn how you may be able to save less to meet your retirement income goals, keep up with inflation, and create guaranteed retirement income that never runs out.
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Changing Jobs? Your Top 5 Financial Considerations Beyond Salary

Learn how to assess a new job’s benefits, protect your existing assets, efficiently roll over your 401(k), and more in this free white paper. It also includes worksheets for evaluating major insurance benefits.

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The Power of Dividends

When purchasing any type of insurance, one of the things to consider is the company’s history of paying dividends. Learn why Northwestern Mutual’s industry-leading dividend payouts add flexibility and value in your financial security plan. 
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Fighting Childhood Cancer at the U of M

Carl Koschmann, MD, at the University of Michigan in Ann Arbor was awarded a $100,000 grant by Northwestern Mutual, through its nonprofit partner Alex’s Lemonade Stand Foundation (ALSF). The grant will support Dr. Koschmann’s research for therapy for pediatric glioblastoma. Koschmann is one of eight researchers selected for the grant funded by Northwestern Mutual nationwide.

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Financial Planning with Northwestern Mutual

Learn about our personalized financial planning process and what you can expect from me when we work together.

Read more in this ebrochure.

What’s Your Vision for the Future of Your Business?

The transition of your business takes careful and strategic planning, so it’s important to start early. This white paper can help you weigh the pros and cons of your potential successors and help evaluate transfer strategies to fit your goals and tax needs.
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Is Your Retirement Savings Plan Flexible?

Get flexibility in how you save for retirement and when it’s time to take withdrawals. Learn which savings tool can provide options in this short video.

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Unique Approach to Retirement Income Planning

Increase your probability of success in retirement by leveraging our unique retirement income planning approach.

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The Greatest Gift: A Plan for Long-Term Care

How planning in advance for long-term care needs can help loved ones.

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How can life insurance benefit you today?

Permanent life insurance is more than just protection for your family in the event of your death. Learn how it can also provide benefits to you and your family while you’re living?

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Getting To and Through Retirement

The strategies you use to get to retirement are not the same strategies you'll need to make sure your money lasts through retirement. Watch this short video to learn why.

Create Guaranteed Income for Life

Today, you’re responsible for creating your own paycheck in retirement. Watch this short video to learn about sources of guaranteed retirement income.

Job Benefits 101: What to Look for When You Start With a New Employer

Your salary isn’t the only thing that counts toward your compensation. Here are the job benefits to look for.

Tim Bettencourt

Financial Advisor

  • Mobile 802-585-6244
  • Office 802-882-8577
 

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