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Most professionals in the financial services industry operate exclusively in one of three areas:

  • Asset Managers - These advisors typically serve as investment managers focusing only on "rate of return"
  • Insurance Agents - These advisors tend to view insurance as the solution to every problem
  • Fee Based Planners - These advisors often focus their entire business model around charging fees for plans without actually helping clients to implement them

We simplify your life and improve your plan efficiency by providing all of these areas so you can implement your multi-faceted plan at one firm.

We specialize in creating income distribution plans that adapt to today's changing financial environments. We help clients get the most out of their financial lives by maximizing the probability of successful outcomes based on several key factors including taxes, market environment, health care costs, social security optimization, longevity, and legacy goals.

Most importantly, we take a collaborative approach to planning: We educate. YOU make decisions. Not the other way around.

Ben Gantt

Ben Gantt
Wealth Management Advisor


The Gantt Financial Group

Here’s How Tax Brackets Work

Tax brackets can be confusing but we can help explain how you can use them to estimate your tax bill. Read more here.

Steps for Financial Planning Throughout Your Life

Anyone can benefit from a mapping out a financial roadmap that shows you how to reach your financial goals. Read more here.

How Much Money Do You Need to Live Comfortably in Retirement?

The answer is different for everyone so your plan should focus on setting up the income you’ll need. Read more here.

 

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