Greg Mayfield | Wealth Management Advisor

"Helping you more clearly align your decisions and resources with who you are, what you value and how you define success."

The Mayfield team - serving the affluent market with personalized financial planning

 


Our Financial Planning Process

Northwestern Mutual's financial planning process is designed to help you create a lifetime of financial security.

Greg Mayfield and his team will work with you to:

  1. Identify your goals
    First, we'll make sure we understand what's important to you and your loved ones, where you are today and where you want to be in the future.
  2. Develop your personalized plan
    We'll analyze your financial situation and develop recommendations that can help you and your family achieve financial security.
  3. Implement your strategies
    We'll bring your financial plan to life with proven products and quality solutions.
  4. Review your plan
    Throughout life, even small changes can impact your financial plan. We'll help you adjust your plan as needed to stay on track.

Although your financial strategy will be one of a kind, we'll ensure that it's built on a solid foundation to help you protect against the unexpected, accumulate wealth and preserve what you're working so hard to achieve. Our process involves:

  1. Risk management
    Be financially prepared to weather life's storms. We'll help to ensure you, your family and your income are adequately protected against risk.
  2. Wealth accumulation
    Make the most of your money. Our financial planning process and investment and advisory services are designed to help you achieve your goals.
  3. Wealth preservation and distribution
    Ensure your money lasts as long as you live. We'll help you transition your wealth into predictable income in retirement and leave the legacy you desire.

Gregory S Mayfield, B.S., CFP®, CLU®, ChFC®

Wealth Management Advisor

 

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