Northwestern Mutual

About

Denise Hagan, CLU®, ChFC®, RHU®, wealth management advisor, has been helping people understand how to improve their financial situations since 1980.

Story

Why You Should Be My Client:
There are three types of people I can help the most:
• Successful women—business owners, executives, and professionals—who by choice want my services because they are too busy to handle this themselves.
• Women in transition—widows, divorced, changing jobs, getting ready to retire, receiving an inheritance—who by default find themselves in a situation where they are now responsible for their financial future.
• Husbands who want a second opinion. They realize they don’t know what they don’t know and want their wives, who are statistically likely to outlive them, to have a caring relationship with an advisor who will take the time to help them understand and make smart financial decisions.

Why You Want Me As Your Advisor:
There is no one who will care more about you and work harder for you. My husband almost died in the last 10 years—not once, but twice. We came through these emotionally horrible experiences still vertical, and I believe there is a reason for that. That’s why I’m so passionate about helping other women be financially prepared instead of waiting until they find themselves in a position where they may make emotionally charged bad decisions. I advocate holistic financial planning. I can help you make smart financial decisions. And it breaks my heart when a woman tells me she doesn’t need to plan because her husband handles all that stuff…only to find that things are not as she expected them to be when he dies or leaves. You can either be proactive and deal with your financial plan now, or you can be reactive and face the consequences later. My most successful clients find it much less stressful to be proactive.

What I Provide:
Fee-based holistic financial planning and implementation of risk management, wealth accumulation, and wealth distribution strategies. Private client services. First consultation is free.

What I Do:
My team helps you make confident, clear choices about complicated financial decisions. We do that by taking the time to fully understand what is really important to you and why you want certain things to happen. With more than 130 years of combined expertise in the financial services industry, our team is committed to giving an exceptional experience to each of our clients.