Brian G Petrando, CLU®

Financial Representative

My Mission

As a Northwestern Mutual Financial Advisor, my mission is to reflect the network's guiding principles and values of doing what is right for my clients, as I would do for myself and my family if faced with a similar situation. I will help you identify your current financial picture with your future financial goals.

I am committed to providing you with financial solutions that are tailored to your particular needs, whether you are concerned for your own financial future or that of your family or business.

Save Smarter: Options Beyond Your 401(K)

Everyone knows that it's important to save for the future ...

... and if you're like the majority of Americans, you count on your employer's 401(k) plan to handle your retirement savings.

But should you really put all your eggs in one basket? Studies show that by diversifying your retirement savings across a mix of different asset types—both taxable and non-taxable—you may minimize taxes and maximize income in retirement.

That's why I'm encouraging you to download “Retirement Savings Options You Must Consider Beyond Your 401(k),” our NEW guide that gives you side-by-side comparisons that clearly illustrate the impact of asset diversification on your retirement savings.

You'll learn:

  • Five things you can do right now to set yourself up to benefit from asset diversification.
  • Pros, cons and tax implications of retirement saving options and which ones may make the most sense for you.
  • Why retiring with a mix of taxable and non-taxable sources of income may give you a distinct advantage over saving exclusively in your 401(k).

Remember, it's not about saving MORE—it's about saving smarter. Download this guide now and see for yourself why where you save is just as important as how much you save ... and why it's critical to consider retirement savings options beyond your 401(k).

 

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

 

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

Is Grad School Worth It? Questions to Ask Yourself Before Applying

The decision is as much a financial as an educational one. Read more.

Plan for the Success of Your Business

We recognize that the goals you have for your business and personal life are intertwined. Learn how our integrated approach to financial planning can help manage the full scope of your needs and goals at every stage.
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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck