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. 

Learn More arrow

 

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.