Life never stands still. It evolves, changes direction, and leads to new possibilities. That means your approach to financial security cannot be static, because as your life changes, so do your needs and goals. David Markley combines his experience with your goals to offer you expert guidance and innovative solutions.
David Markley utilizes a four-step process to help you plan for the future and help protect you if life takes an unexpected turn.
Ask you questions: Before David Markley can advise you about any of the strategies that might be appropriate in your situation, David needs to learn about you.
Analyze the information: David provides you with a comprehensive plan that compares what you have with what you want and identifies any gaps.
Make recommendations: David prepares a detailed plan that includes a review of what you have already done, and some recommendations about what you may need to do next.
Keep in touch: Nobody's situation stays the same. As yours changes, David Markley will review your plan, and perhaps suggest revisions to help ensure that your plan keeps pace with your changing situation.
David Markley is committed to ensuring that your family's needs will be met with care, expertise, and an understanding of your unique circumstances and individual goals.
Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from David L. Markley.
My Mission
As a Northwestern Mutual Financial Advisor, I guide my clients to financial security through in an depth planning process. I build strong long term relationships and gain a true understanding of your hopes and dreams. Based on this knowledge, I implement strategies .
In addition fo providing financial security, I act as an advocate by connecting my clients with other advisors and business professionals who can help them grow their businesses.
Northwestern Mutual
We provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience.
What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of Northwestern Mutual, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.
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