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Experience the Power of "AND"

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In your lifetime, you will make nearly a million decisions. Some large, some small. Some critical, some insignificant.

But either way, you’ll face choices.

Should I buy a home or build from scratch? Purchase real estate or invest in the stock market? Buy a vacation home or host all-family trips? Consider an internal or external exit strategy for my business? Retire now or work until I’m 67?

While Some Decisions Can Feel Overwhelming, Retiring Should Not Be One of Them.

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We help clients who are nearing or in retirement...

Live for today AND plan for tomorrow.

Relish the simple things AND indulge in a life of luxury.

Experience joy-filled memories AND create a life-changing legacy.

Achieve peace of mind AND realize your dreams.

Yes, it’s possible to have it all.

Let's Get Started

We're Top Ranked by Forbes

Paul Armstrong has been named a Best-In-State Top Financial Security Professional and Top Next-Gen Wealth Advisor by Forbes. Thank you to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.

Forbes Best-In-State Top Financial Security Professionals 2023
Forbes Best-In-State Top Next-Gen Wealth Advisors 2023
Forbes Best-In-State Top Financial Security Professionals 2022

Forbes Best-In-State Top Next-Gen Wealth Advisors list (August 2023), research and ranking provided by SHOOK Research, llc. Based upon data as of 3/31/2023. Forbes Best-In-State Top Financial Security Professionals list (July 2023), research and ranking provided by SHOOK Research, llc. Based upon data as of 12/31/2022. Forbes Best-In-State Top Financial Security Professionals list (July 2022), based upon data as of December 31st of the preceding year. Research and ranking provided by shook research. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.