Financial Planning: It’s Not Grandpa’s Oldsmobile

My Grandpa told me that the plan to my financial security was simple. He said that I should get a job with a big company, preferably one with a Union, work hard, and after 30 years, I could retire on my pension and take it easy.  I’m not saying that Gramps was wrong, but if life and financial security was ever that simple, it is not true anymore.

Today, no one that I meet tells me that planning for their financial security is not important, but yet many people fail to create and work their plan, or any plan. Someone recently asked me why this happens and I told them that for many people, life gets in the way. There is work to be done, bills to pay, kids to carpool, projects to be constructed and crises to deal with. I am sure of this, because my life as a father of 3 is no different. Understanding all of the possible paths and options to build a secure financial future can frankly be overwhelming. Many people choose to just not deal with it.

My goal is to make creating and managing the right financial plan easy for you.  I can help you do what’s right for you and the people you care about, whether you are a corporate executive, running your own business, just starting out, or even retired. Best of all, my commitment to you is that I won’t overwhelm you or intimidate you. I only succeed in my role, if you succeed, and like Gramps with me, that’s all I want for you.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Adam L. Dworkin

Financial Advisor

  • Office 516-465-9500
  • Mobile 516-220-5860

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