Marshall S Wood, CLTC®

Financial Representative

Mot Wood assists business owners and successful professionals with making smart decisions to secure their financial well being and that of their families and associates.  By taking the client through the careful process of identifying and prioritizing their goals and objectives, Mot is able to help them achieve their goals and objectives regardless of what challenges may rise up to meet them.

Having sat on the other side of the desk for many years, in a family-owned business, Mot has a very interesting and valuable perspective on the importance of planning and the essence of its timing.  By nature the entrepreneurial business owner or the busy professional often puts the well being of themselves, their families and associates at risk by not taking the time to plan.  Take Mot Wood's call when it comes, and agree to spend a few minutes to discuss your goals and see if your financial well being is secure!

 

 

My Mission

As a Northwestern Mutual Representative, my mission is to reflect the trust, honesty and integrity that are inherent in the Network. I am committed to providing each of my clients with strong financial solutions that are tailored to their particular needs and goals.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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