Steven J Marlow, CPA, MAcc

Financial Representative

Areas of Expertise

Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future.

  • Business Risk Management
    As a business owner, you know that your presence on the job is crucial. Securing the right kind of business protection can be complicated. Using my expertise in business risk management from Northwestern Mutual, I can help you protect your business to ensure its future.
  • Business Continuation Planning
    What will happen to your business when you retire, or if you become permanently disabled or die? What's the value of your business, and how much is each owner's share worth? Because I specialize in business continuation planning, I can help you answer these and other questions. Together we can develop a range of solutions to help protect your business, should something unforeseen happen down the road.
  • Employee and Executive Benefits Planning
    Employee benefits are an important part of the growth of your business. Benefits such as health insurance, pension plans, group life and disability income plans make up the compensation package that helps ensure continued employee satisfaction and well-being within your company. Designing an employee benefit approach can be a complicated, technical and time-consuming matter. Working with a specialist who offers access to comprehensive employee benefit services through local and independently owned companies, provides a number of advantages, including experienced professionals with access to top providers and a wealth of benefit choices tailored to meet your business' ever changing needs.
  • Long Term Care Planning
    After a lifetime of work and proper preparation, a secure retirement can be your reward. That security will only be as strong as your ability to stay healthy. Most people would agree that their most important asset is their health. That is why it's important to ensure that if you are ever faced with an extended illness, you will receive the kind of care you need. Together with our specialists, I'll assist you in determining your long-term care needs and design solutions tailored to your unique situation.
 

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