Derrick Murray, CFP®, CLTC®

Financial Advisor

ADVANCED BUSINESS PLANNING SOLUTIONS

Helping Business Owners Protect, Grow & Realize The Value of Their Business.

A business owner's personal financial success depends on the success of their business.

When it comes to running a successful business, your experience and expertise is your strength.  It's the engine that drives your growth and sets your business apart.

When it comes to building and implementing the drivers to protect, grow and realize your business' value and success, working with a trusted partner with the skill, expertise and experience is crucial.

 

Let my team provide you with expert guidance to help you prepare for the unexpected and shape the future you envision for you and your business.

 

 

What We Do

Our Team carefully listens to what matters most to the business owner; then we help clarify and prioritize your goals and needs.

Once the Team fully understands the business owner's vision, we develop a plan designed to help you achieve your vision for the future.

The plan will feature cost-effective solutions that are customized to the business needs and reward employees for their unique contributions that make the business a success.

Our Areas of Expertise & Capabilities

  • Business Valuation
  • Business Succession & Exit Planning
  • Key-Employee Compensation & Benefit Planning
  • Group Benefits
  • Estate Planning

The Planning Process
Our Team uses the following steps when working with clients:

  1. Discovery
    Learn about your business and what matters most, then help clarify and prioritize your goals and needs.

     
  2. Analysis
    Evaluate the various options that would accomplish your business and estate planning goals.

     
  3. Plan Design
    Work with you and your other advisors and other experts to develop a plan designed to help you achieve your vision for the future.

     
  4. Plan Implementation
    Coordinate business & estate planning strategies, review plan documents, and recommend appropriate, cost-effective solutions customized to meet the needs of the business.

     
  5. Systematic Review & Plan Service
    Follow up systematically to make certain your plan remains current and is updated as circumstances or objectives change.

Meet the Advanced Business Planning Team

Our Team of skilled financial representatives at Northwestern Mutual - Goodwin,Wright understand the complex needs of business owners and theri leadership team. Whether it is risk management, business succession, executive compensation and benefits planning, we have a Team that specializes in designing integrated solutions to meet your needs.

 

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

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There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.