|
How do you tell one financial advisor from another? While the messages may be similar, it’s our method that sets us apart. Wise Financial strives to make financial planning more personal. The process begins by discovering what drives you to work as hard as you do to build and protect your wealth. From that point we work to gain a deep understanding of your financial portfolio and identify areas of opportunity for you to strengthen your position. A variety of tools are used such as the Kolbe A Index and Northwestern Mutual’s own Personal Planning Analysis instrument to provide you with an in-depth, thoughtful analysis of your current portfolio, to name a few. You are then presented with a customized recommendation report to match your goals and values. Once your plan is in place, it is monitored regularly to ensure that your needs are being met giving you confidence in the process. Wise Financial is a full-service financial planning provider. Once you decide what action to take for your future, we will handle all the details. We offer comprehensive, holistic planning which includes: Estate, Retirement, Risk-based products (such as life insurance, disability insurance, and long term care insurance), Investment, and Business planning. Wise Financial provides access to products and services, including exclusive access to Northwestern Mutual’s Wealth Management Company which includes a full product portfolio and the strength of the Northwestern Mutual Network. This ensures that you can get the best product for your personal situation.
Copyright 2011 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in Fee-Based Financial Planning program at the Northwestern Mutual Wealth Management Company. Financial planning made easy—and personal! Click here to read client testimonials about Mark Wise.
In the News
Mark Wise Wins Community Service Award from the Northwestern Mutual Foundation  Timmy Global Health (formerly The Timmy Foundation) is receiving a $10,000 grant from the Northwestern Mutual Foundation in recognition of financial representative Mark Wise's outstanding volunteer involvement, as part of the company’s 17th annual national Community Service Award program. Wise is is one of 26 financial representatives being recognized as top volunteers. Since the start of the Community Service Award program in 1995, the Northwestern Mutual Foundation has donated more than $3 million on behalf of its representatives to over 300 nonprofit organizations across the country.
 Mark Wise receives MDRT Quality of Life Grant for Charity
As the winner of the Million Dollar Round Table’s (MDRT) Quality of Life Grant, Wealth Management Advisor with The Clark Financial Group, a district network office with The Derrickson Financial Group in Indianapolis, presents a $2,500 check to The Timmy Foundation. To learn more, visit Mark's Community Involvement page.
Associations & Memberships
Mark Wise is a member of the Million Dollar Round Table (MDRT) and the National Association of Insurance and Financial Advisors (NAIFA). To learn more about Mark's, please visit his Professional Page.
| 
FORTUNE® magazine asked experts to choose the “
