D&P Financial Advisors at Northwestern Mutual based in downtown Boston provides holistic financial planning to a variety of high net worth individuals, families and businesses across the country. Douglas J. DiCerbo, James N. Pettorelli and their staff have a combined 70 years of financial planning experience. Their areas of expertise include, but are not limited to, risk and wealth management, retirement planning, estate planning and business planning. Their goal is to ensure that all clients receive exceptional guidance to help overcome financial challenges and plan for their future, ultimately helping to make their long-term goals a reality.
How can you “ARM” your key employees for success?
Most business owners would love to have employees who are as passionate about the company as they are. The most important reason: The future of a closely held or family business depends on how securely its select employees are tied to it. To ensure the continued success of a business, then, owners need to “ARM”— […]
What steps will help me build a sound retirement plan?
Like most people, you may find it difficult to predict what you’ll be doing a year from now, let alone decades. However, researchers at Stanford University reported in the Journal of Marketing Research (Volume XLVIII, November 2011) that people who take time to imagine themselves as retirees tend to save twice as much as those […]
