Don't put off tomorrow what you can do today. Expect the unexpected. Don't leave any stone unturned.

 

These are a few phrases we hear every day, but don't think much about. However, in our ever-changing world, all of the above phrases are true when it comes to the importance of preparing your financial future.

 

Don't put off tomorrow what you can do today
  • It's important to start the financial process now no matter what your age.
Expect the unexpected
  • A new house, new baby, job change, pay raise all of these things affect your financial future.
Don't leave any stone unturned
  • See the big picture realize what may work for you today, may not work tomorrow. Be open to reviewing your personal plan a few times a year.

Let David Bernhardt help you achieve a secure financial future.

My Mission

As a Northwestern Mutual Financial Representative, in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation.

By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself.


News Features

LINEBERGER COMPREHENSIVE CANCER CENTER SPONSORSHIP

 

https://admin.emeraldconnect.com/files/39189/Picture3.jpgNorthwestern Mutual Expands Support For Childhood Cancer In North Carolina. 

 

$125,000 donation by North Carolina Offices of Northwestern Mutual fund UNC Lineberger Comprehensive Cancer Center Pediatric Oncology Retreat. Northwestern Mutual is committed to easing the financial and emotional burdens for families fighting childhood cancer by increasing its support for the cause. 

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David L Bernhardt, CLU®, CLTC®

Wealth Management Advisor

Largest Dividend Payout in Company History

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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