Felipe Andres Navarrete

Financial Advisor

  • Mobile 407-325-0426
  • Office 407-440-6008

Our Approach

 

  • Financial Plan

    • This is a tailored plan based on Qualitative and Quantitative data provided by clients

    • Includes Budget Plans and Savings based on data from Clients’ CPA

  • Estate Planning and Asset Protection Strategies

    • We work in partnership with Estate Planning Attorneys to tailor a solution to the client

    • Present and Future Values of Cash Flows needed including a current Balance Sheet

  • Retirement Planning and Solutions

    • Present and Future values based on cash flow needs and the impact of taxes on them

    • Accumulation, but most importantly Distribution Strategies based on a Monte Carlo Simulation

  • Insurance Solutions

    • We are dedicated to search for the right amounts of coverage and the right products in the market to fit the Clients’ Plans

    • Life Insurance, Disability Insurance, Long Term Care Insurance, and Group Insurance for Businesses

  • Investment Portfolios

    • We have a dedicated team to provide the best advice and investment strategies for our clients

    • Periodical Check ins with Clients to review Investment Profiles, Asset Allocation, and Rebalancing

    • Brokerage and Advisory Accounts, 401Ks, Simple and SEP IRAs, Rollovers, IRAs, 529s, etc…

Years of Experience

Representing Northwestern Mutual since 2013.

 

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