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
  • Fee-Based Financial Planning
  • 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, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

If you dream it, we’ll help you live it.

Let’s make this the year we turn your dreams into plans. Get started.

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