Helping Create Your Financial Plan

The process of achieving financial security – the confidence that comes from taking action today to provide for tomorrow – is different for each of us. Often, the first step is to establish a relationship with someone who takes the time to learn about your values, understand your dreams and help you create a personal financial plan that will evolve with you over time.  

Marcus Egan is thankful every day that he has the opportunity to listen to his clients, and to teach and energize them about their future. Marcus works with his clients to ensure they have well thought out objectives, clear action steps, and a realistic timetable to achieve their financial goals and protect the people and things they care about most.  Let Marcus and his team help you achieve a secure financial future.

My Mission

Shall we work together?

Do you want an advisor who can help lift the burden of the business of life? With risk all around us, do you want a plan that strives for the highest degree of financial security? Do you want an advising team to help bring efficiency and happiness to your life today, while partnering with you for tomorrow?

 *   Do you want it done?
 *   Do you want it to work well?
 *   Do you want to have fun doing it?

We do, too!

Make a commitment to yourself and give us a call. Say yes to a partnership that will bring your values to life.

 
~Marcus Egan        
          

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.

Marcus Eric Egan

Financial Advisor

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