Steven J Marlow, CPA, MAcc

Financial Representative

Financial security is often a major objective in each of our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your needs and provide complementary solutions.

My Mission

My mission is to help you identify your current financial picture with your future financial goals. Along with a Network of Specialists, I provide innovative solutions using world-class insurance services and internationally recognized investment products. Through this, I develop enduring relationships with my clients.

As a former member of KPMG Peat Marwick’s tax department and Tax Compliance Director for a major financial institution, I have been providing consulting services to banks and corporations for more than 15 years. 
 
I specialize in Bank-Owned Life Insurance (“BOLI”) - assisting financial institutions in the implementation of BOLI programs, as well as a variety of benefit plans designed to attract and retain the key officers of these institutions.  I have also worked extensively in the Corporate-Owned Life Insurance (“COLI”) marketplace – helping businesses implement various Non-qualified Benefit programs, typically using COLI as an informal funding vehicle. 
 
I appreciate your taking the time to view my profile and I would welcome the opportunity to discuss the details of my services with you.  Please feel free to contact me with any questions.  I would be happy to help.

 

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.