Paul Ludacka, CLU®, ChFC®, CFP®

Wealth Management Advisor

We Pick Up Where Other Advisors Leave Off

Financial planning is simple… but it's not easy. Most people know what needs to be done, but they don’t know where to start, who can help them, or how all the pieces fit together. Along the way they make investments with one advisor or purchase insurance from another, but don’t know whether individual components have been sized appropriately or whether there are other components they need to consider. In the end, piecemeal financial plans leave many questions unanswered. Do I have enough? Can I retire on time? Will my family be taken care of?

Our specialized approach to holistic planning is focused on identifying risks and opportunities and making active planning decisions.

Most advisors only focus on the growth aspects of financial planning, and to the detriment of their clients, neglect the protection of their money. Thankfully for you, we’re not like most advisors!

Over the past 20 years, our team has taken great pride in “picking up where other advisors leave off.” We help our clients create customized holistic financial plans optimized to efficiently grow, protect and distribute wealth.

We'd be honored to help you ensure that your financial future is all you want it to be.

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

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