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®

 

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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