Patrick J Marget, J.D., CPA, CFP®, CLU®

Financial Representative

Pat Marget is a 20-year veteran with Northwestern Mutual. Leveraging his experience and expertise, Pat’s specialties include Bank Owned Life Insurance, business succession planning, estate planning, life insurance planning, and overall financial planning.

My Mission

“My mission is to develop and maintain long-term relationships built on high integrity, best-of-class service, and continued guidance to fully understand my client’s vision and dreams so that I may provide relevant solutions for both their personal and business financial needs.”

 Patrick J. Marget, J.D., CPA, CFP® CLU®

 

Here’s How Tax Brackets Work

Tax brackets can be confusing but we can help explain how you can use them to estimate your tax bill. Read more here.

Steps for Financial Planning Throughout Your Life

Anyone can benefit from a mapping out a financial roadmap that shows you how to reach your financial goals. Read more here.

How Much Money Do You Need to Live Comfortably in Retirement?

The answer is different for everyone so your plan should focus on setting up the income you’ll need. Read more here.

 

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