Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
 
Ben Beshear, CFP<sup>®</sup>, CLTC, AWMA<sup>®</sup>

Ben Beshear, CFP®, CLTC, AWMA®

Wealth Management Advisor

Beshear Financial was then created in 2005 with the purpose of bringing a team of experts together to better serve a growing client base.

Ben works mainly with physicians, business owners, and executives who are primarily entering or currently in retirement.

Areas of expertise include:

  • Planning with executive stock options & RSU's
  • Charitable giving techniques and strategy
  • Portfolio construction
  • Distribution and tax strategies in retirement
  • Business planning for closely held businesses

He has been honored as one of the top 20 advisors with Northwestern Mutual in America.  And was also a qualifying member of MDRT from 2002 to 2011, and a qualifying/life member from 2012-2016. 

He became Certified in Long-term Care (CLTC) in 2006, and an Accredited Wealth Management Advisor (AWMA) in 2010.  I also became a Certified Financial Planner™ (CFP®) in 2012.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM  and CFP®  (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 
Brad Weeks, CFP<sup>®</sup>, ChFC<sup>®</sup>, CLU<sup>®</sup>

Brad Weeks, CFP®, ChFC®, CLU®

Wealth Management Advisor

Brad joined Northwestern Mutual as a financial representative in November of 2006, after beginning his career in the technology industry. He wanted to have the opportunity to impact the lives of others and felt called to do that by helping families protect what is most important to them and to work with those families to achieve their dreams.

Building Wealth:

There are many strategies for building and managing wealth. The approach that’s right for you, depends on your unique goals.

Wealth Distribution to Get You Through Retirement:

As you approach retirement, your focus will quickly change from building wealth through accumulation to managing your money through distribution. The goal of a great distribution strategy to be able to generate a steady stream of income through retirement so you can live confidently and securely.

 

Andrew J. Tudor

Financial Advisor

 

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