David Ramos

Background

About David Ramos

As a financial advisor, it’s my mission to plot the best journey to your life’s goals, whether that’s retirement, college funding for your family, or taking care of your wealth to ensure a better future. If you are a business owner, those personal and professional goals are often intertwined; you likely have multiple scenarios on your mind, from business succession planning and exit strategies to employee benefits to long-term care. Our first steps are to identify those moving targets, set goals and develop the best strategy to cover all the bases. After working with satisfied clients for years, I understand that every person’s approach to their financial plan is unique. Some people want to get straight to the point, while others are meticulous and want a step-by-step breakdown of the process, knowing every detail along the way. My approach is tailored to each client’s needs, depending on who they are, what they do and what their circumstances are. I came to Northwestern Mutual after a young career in sales. When I researched and interviewed with other companies, Northwestern Mutual’s name always came up. I realized that if Northwestern Mutual was everyone’s biggest competition, they must be the best…They have proven this time and time again in my tenured time. I can give countless examples of how the claims process works so clients have full comprehension of their plans and what to expect. When a friend’s wife passed away suddenly, she left the family without a major source of income. While my friend struggled with other insurance companies to receive their payouts, Northwestern Mutual stepped up and paid the claim quickly, enabling the family to take care of essential needs. Seeing the company I represent come through in such a crisis time after time strengthens my conviction as a representative of Northwestern Mutual. Contact us to start on a better financial path today. david.ramos@nm.com | 919-401-0326 | davidramos-nm.com Specialties: Comprehensive Financial Planning | Wealth Accumulation | Retirement Distribution | Investment Strategies | Business Succession Planning | Tax Efficient Strategies | Insurance Planning