Gardel Espinal Email & Phone Number

Fort Myers, Fl, Us

Fort Myers, Florida, United States

At Northwestern Mutual, we equip clients through comprehensive financial planning and wealth management. Our approach goes beyond insurance policies and investment accounts. We take a holistic view of our clients’ complete financial picture and establish a complementary set of offensive and defensive strategies.Each client we work with is unique and deserves a custom plan that fits their specific needs. By taking a comprehensive assessment of your current situation, my team and I can help you prioritize your goals and develop a workable strategy that includes clear actionable steps and timelines. My sincere desire is to guide you through courageous conversations that allow us to explore possibilities you may not have considered as part of reaching your financial goals.When it comes to your business, we have the expertise and tools to assist you in thinking ahead for business continuation, long-term tax mitigation, succession planning, and risk management so you don’t have to worry about how your business is handled after you retire or if the unthinkable should happen. My team can provide a wide array of solutions to ease your mind and protect the business you’ve spent your life building. We also specialize in employee and executive benefits planning, including pension plans, deferred compensation plans, health and disability plans, and life insurance, all tailored to best meet the needs of your business.For your home life, we can provide complete and precise assistance with estate planning, education funding, long term care plans, special needs care, retirement income, disability income and overall investment strategies to ease your worries and free your mind to embrace a better future. We believe it never hurts to have a conversation to explore if we are the right fit for one another. Feel free to contact me directly:347-515-0254Gardel.espinal@nm.com