Wise Financial

Plan Now for Your Future

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next.

As your Wealth Management Advisor, Mark Wise will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future.

Throughout your lifetime, Mark Wise will help you understand what you need to prepare for and protect.  Mark Wise also serves as the Estate and Business Planning Specialist for the Derrickson Financial Group.

Mark's mission is to help his clients align their financial actions with their core values. He does this by helping clients to create and monitor plans using a highly personalized service model and a professional team that is focused on fewer than 100 clients and offers exclusive access to Northwestern Mutual's Wealth Management Company.

Let Mark Wise help you ensure your financial future is all you want it to be. 
 

Click here to read client testimonials about Mark Wise.

In the News

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.

Dividend Announcement

Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

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Consistency Counts Scorecard

As in golf, the low score wins the game. Find out how Northwestern Mutual’s performance ranks relative to the competition. In times like these, it’s nice to know that Northwestern Mutual isn’t just strong — it’s consistently strong.

View Scorecard

Consistency Counts

Strength on its own can be impressive. When consistency is added, that’s when it becomes real. At Northwestern Mutual, we’ve been able to deliver real strength for over 150 years. Put our strength to work for you.

Strength that works.

Northwestern Mutual receives "best possible ratings"

The four major ratings agencies, Standard & Poor’s, A.M. Best, Moody’s, and Fitch, have each confirmed the company’s insurance financial strength ratings. We take great pride, especially in these economic times, in providing our clients the consistent financial strength that has been our signature for over 150 years.

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Managing Your Money In A Downturn

Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF).

Themint.org – Financial Literacy for Kids

An interactive Web site designed to help parents raise "money smart" kids. Visit this award-winning site for fun activities, games, and challenges for students; tips for parents; and extensive resources for teachers. Sponsored by Northwestern Mutual.

Click here to visit the site