Benjamin Harvey, CLU^®, ChFC^®

Providing Comprehensive Financial Planning Strategies and Values-Based Planning Services for you, your family and your business

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next step.

As a Northwestern Mutual Wealth Management Company Advisor, Ben Harvey recently added fee-based financial planning services to his practice.  What this means is that he will work with you to identify and pursue values-based and needs-based strategies, helping you to achieve financial security and protect what matters most.  The fee-based planning service enables Harvey to offer an array of financial planning, trust, fiduciary, investment advisory, and investment management products and services to individuals, business owners, trusts and estates, based upon an in-depth analysis of client needs.

Additionally, Ben Harvey may offer consulting services that may involve interpretation, explanation, or further analysis regarding financial topics addressed in your plan, or coordination regarding your plan-related matters with your accountant, attorney or other professional advisors.

As your Wealth Management Advisor, Ben Harvey will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future.

Actively involved in the fine arts community

Ben Harvey is very involved in the Colorado Springs fine arts community.  Among his many interests and activities, he recently he joined the Soli Deo Gloria Choir.  His first performance in early December at First United Methodist Church in Colorado Springs was an afternoon he will remember for a long time. 

Dealing With A Down Market

The Northwestern Mutual Wealth Management Company has prepared an analysis of the recent market turmoil to provide you additional guidance and perspective - click here. Please feel free to give me a call if you have any questions or would like to further discuss your investment goals.

Industry-leading dividends paid; record insurance sales tallied

Northwestern Mutual currently pays more in ordinary life insurance dividends than the next three highest-paying mutual companies combined. See what’s planned for our policyowners in 2011 in our year-end financial results announcement.

Breaking News: Northwestern Mutual Announces 2010 Financial Results

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

Disability Insurance for Medical Professionals

Physicians and dentists are aware of the importance of disability income insurance. But research conducted by Harris Interactive in 2008 revealed discrepancies between what medical professionals’ expectations are of the coverage provided by “own occ” DI and what actually is covered.

To learn more about Northwestern Mutual’s exclusive new Medical Occupation Definition for physicians and dentists and how it is designed to help meet your needs, go to the Disability Income Insurance Knowledge Center.
 

Going Green

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

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