Alexander P Goldberg, CFP®

Wealth Management Advisor

Key Decisions. Aligned Action. Financial Freedom.

Our mission is to help our clients experience true financial freedom by envisioning their ideal future, identifying key decisions that need to be made, and taking action together, one step at a time.

 

Whether you are a client seeking to access your accounts, a future client doing a little homework before you make a decision, or just trying to learn a bit more about financial planning, we are glad you are here!

We hope the content on this website helps you to:

  • Understand how having a written, easy-to-follow financial plan and a team of advisors to ask the right questions can help you experience true financial freedom.

  • Learn more about the elements of a financial plan, especially for professionals approaching retirement in today’s market.

  • Discover a team of financial professionals that have a deep passion to serve their clients and a keen understanding for what it takes to create certainty in an uncertain economy.

While we serve clients from all walks of life, we find we can add the most value with the following clients:

Business Owners | Professionals Approaching Retirement | Physicians | Attorneys

If you have any thoughts or questions, would like to schedule time to chat with Alex, or we can be a resource in any way, please don’t hesitate to call our office or email Alex directly at alex.goldberg@nm.com.

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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 Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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