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

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.