Northwestern Mutual - Patrick Marget

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Patrick J Marget, J.D., CPA, CFP®, CLU®

Director of Business & Estate Planning

Stay informed on the latest financial security news you can use to help guide your future.

Refer a Friend
Do you know someone who might share your concerns about financial security?

Individual Life, Disability and Annuity

Brokerage and Advisory Investment Accounts
Trust and Private Client Services

Roth IRA Conversion
Should I pay off debt or invest in savings?
How much life insurance do I need?

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.

Northwestern Mutual announced a 2011 payout of nearly 4.9 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies.

Lessons From the World of Golf
For professional golfers to achieve a high ranking amongst their peers, it takes consistent performance in tournament after tournament. The same is true in business. So, how does Northwestern Mutual stack up on the industry leader board?

Build Your Foundation For Life
See how Northwestern Mutual permanent life insurance offers protection along with cash value that is guaranteed to grow over time.
Build Your Foundation

NMIS Online clients can support efforts to go green by enrolling in electronic delivery (e-delivery) of brokerage account statements and trade confirmations.

New Interactive 2009 Annual Report
Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security.
Our interactive report features clients talking about why they felt secure in an unstable economy.
View Interactive Annual Report

Ratings agencies affirm Northwestern Mutuals top rating again!
For the 19th consecutive year, all four major ratings agencies affirmed Northwestern Mutual’s best-possible insurance financial strength ratings. See what Fitch Ratings, A.M. Best, Moody’s Investors Service and Standard & Poor’s said about Northwestern Mutual’s consistent strength and stability.

Northwestern Mutual and Forbes launch the new Fact & Comment page
Forbes and Northwestern Mutual partner to launch a new page titled Fact & Comment on the Forbes.com Web site, offering expert insights from leaders in business and beyond.
Go to Fact & Comment page

Many people look back on their lives with regret; not for the things they have done, but for the things they have left undone. They find they are more successful than they thought they would be and saved less than they intended. They find themselves in situations that are more complex and less predictable than they anticipated.
That is where I come in. I take the time to get to know you and your preferences. I can help you anticipate and prepare for the best—and worst scenarios. The relationship I establish with you enables me to focus on your needs—what you want for your family and what you are currently doing.

My mission is to fully understand my client's vision and dreams, and to provide relevant solutions for both their personal and business needs. I will continue to develop long-term relationships built on high integrity, best of class service, and continued guidance.
Member, Cornerstone Financial Group 2009 Concierge Club