Our Approach

We are looking to establish a lifetime relationship while helping you achieve Financial Security.

  • Identify Your Goals

     At the first meeting we focus on your goals, values, and dreams through discovery.
  • Develop Your Personalized Plan

     Using all this information, we build a strategic financial plan to fit your needs.
  • Implement Your Strategies

     Our goal is to implement the best solutions to achieve your financial success.
  • Review Your Plan

     Once the plan is inforce we are going to continue to maintain it through your lifetime.

Financial Pyramid Image

Todd Tauzin, CLU®, ChFC®
Wealth Management Advisor


Tauzin Wealth Management

 

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