Our Process

Our comprehensive process is the basis of a long-term partnership:

  1. We get to know you and understand your goals

  2. We design a personalized financial plan to help you attain your goals

  3. We put your plan into action

  4. We review your plan – with you – on a regular basis

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