PLANNING PHILOSOPHY

WE BELIEVE IN…

  • Alleviating financial stress: Knowing that all savings are on track for short term, mid-term, and long-term goals will empower you to know what is meant to be spent so you can enjoy that big purchase or next vacation.
  • Alleviating financial regret: All investment strategies should support your goals first with confidence. Your goals should be realized despite health, job, stock market dips, etc.
  • Proactive relationship: Taking a step outside of the busy, push notification-driven, life and taking time time to hear what is most important to you. We will ensure the steps necessary to obtain financial independence are always on track within your means.
  • Fail-safes: We will help ensure your plan is on track and can stand the test of time regardless of health or economic conditions. Money should support you, and you should never have to be forced into decisions by your money.
  • Education: We believe that a plan must be driven by logic and sound advice. We will be your advocates to take action based on logic and education first, to support your plan.
  • Concierge Service: We value human interaction and personal service. We believe in quick turn around and relentless follow through, to ensure necessary action is taken for completion
  • Making the complex simple and avoiding decision fatigue; most financial service professional fit into one of three categories: investment managers, insurance agents or fee-only planners. Investment managers focus on a rate of return, insurance agents focus on insurance as a possible solution to most needs, and fee-only planners focus on charging fees while rarely helping with the implementation or follow through. We believe in providing everything under one roof to create more free time for you, and to ensure the plan is working together in harmony to support your life. Many people live based upon what their money does or does not do. Our job is to reverse this so your money supports your goals. We guide through education on possible solutions. We implement by managing all technical aspects of the plan. We act as a coach to help ensure that mistakes are avoided. We ensure the present and future you are balanced throughout the journey by allowing you to focus on what matters.

 

 

Matthew Blocki, CFP®, ChFC®, RICP®
Wealth Management Advisor


Physicians Nationwide

 

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