PERSONALIZED PLANNING IN AN EVER-CHANGING WORLD.

Our team is universally trained to ensure all clients receive the
highest level of service when you need it most.

Many of our clients have historically thought that the need for a wealth management advisor comes into play when there is a major change in life circumstances or when they experience tremendous wealth.

The truth is – partnering with a wealth management advisor early in life is what assists individuals in maximizing their wealth potential and achieving their goals earlier.

We partner with our clients to teach them how to maintain or bolster their current lifestyle while preparing for a successful retirement. - Dave Park

HOW SOLID IS YOUR WEALTH MANAGEMENT PLAN?

We are all going to retire – whether we are ready or not. Have the peace of mind of a solid plan that helps you retire successfully.

Our team provides comprehensive financial plans for individuals and families with simple or complex needs.

We facilitate healthy conversations with individuals, couples & families throughout multiple generations.

We cultivate an environment where our clients feel safe about engaging in open and honest conversations regarding their financial viability. We help tease out some of the important, critical elements of your financial health – and provide plans and solutions to help you feel better about your financial future and more confident in achieving your goals.

We offer guidance and comprehensive plans for every lifestage/lifestyle:

  • Successful executives planning their retirement
  • Executives determining a corporate legacy plan
  • Companies looking to create or amend their retirement plans
  • Families needing holistic planning
  • Pre-retirees that need distribution strategy for retirement
  • Or Professionals launching your own business

KNOW WHAT TO EXPECT IN OUR PLANNING PROCESS

We all say that our money is “spoken for” – but through our discovery process, we help determine if it is “spoken for” by the right things.

We use a systematic approach so that clients know exactly what to expect when they work with our team.

  • We take the time to understand the goals of our clients.
  • We analyze your current plan to see how it can be improved upon.
  • We create a comprehensive financial plan for the long view that includes:
    • Distribution Planning
    • Risk Management
    • Wealth Management
    • Retirement Planning
    • Wealth & Income Protection
    • “Bucket List” Planning & Guidance
    • Trust & Estate Planning
    • Annual Budgeting
    Team photo
  • We conduct annual reviews to adjust the plan to support life changes.
  • We provide expert guidance and superior customer service throughout our lifetime partnership.

We provide you with a vehicle to become retirement ready – and we delight in watching our clients’ dreams come to life.

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, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

David C Park, CLU®, ChFC®, CLTC®, CASL®, WMCP®
Wealth Management Advisor


Vista Wealth Management Group

What's Next

These days, it’s more important than ever to have a plan. Let’s plan what’s next for you. Get started.

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