Professional

As children, we are told to close our eyes, make a wish and blow out the candles… and if we are lucky, just maybe our wish will come true. At a very young age, we are taught to wish for what we want, but very few of us are ever taught to actually plan.

 

If you are anything like Dan Grimm, over the years you have come to find that wishing doesn’t pay the mortgage, and it certainly doesn’t put more money in the bank.

 

If you wish to build wealth, it is time to end the habit of wishful thinking and embrace the practice of thoughtful planning.

 

Building wealth, is like building a dream home, it begins with a strategic financial blueprint -- a well thought out plan that lays the framework for wealth longevity.

 

Over the past 30 years, Dan Grimm has built a thriving career at Northwestern Mutual. Success that has been achieved through a substantial amount of grit, discipline, intuition and a deep dedication to thoughtful financial planning.

 

Before ever working with a client on building a healthier financial future, Dan takes the time to sit down with the individual and learn about them, their family, their interests and their aspirations.

 

Above all things else, establishing trust and laying the foundation of a lifelong friendship is what’s most important to Dan. Once this has been accomplished, then and only then, will he work with the individual on creating a strategy that focuses on deliberate and thoughtful planning to achieve their financial goals.

 

Dan Grimm Jr, CLU®, CFP®

Wealth Management Advisor

 

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