* Michael J Mullarney
Estate Strategies Group (ESG) is a national network of advisors, specializing in estate and business succession planning. Wealth Management Advisors of ESG are experienced professionals focusing on high net worth families.
* Investment Advisory Products & Services
- Wealth Management
- Portfolio Account Services
- Signature Advisory Programs
* Trust Services
- Revocable & Irrevocable Trusts
- Endowments, Foundations & Charitable Trusts
- Irrevocable Life Insurance Trusts
- Successor Trustee Services
- Custodial Accounts
* Affiliated Companies' Products & Services
Michael J Mullarney
Northwestern Mutual/Estate Strategies Group
875 3rd Ave - 23rd Floor
New York NY 10022
Tel: 212 867-8477
Fax: 212 697-6117
E-mail: mike.mullarney@nmfn.com
* Accredited Estate Planner by the National Association of Estate Planners & Councils
Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future.
* Business Planning
No business can be successful without a long-range plan. Business owners have special needs. I can help you anticipate those needs and help you develop a plan that will accomplish your specific financial objectives, including Business Succession, Business Continuation, Executive Benefits and Compensation, Employee Benefits, Risk Management and Personal Planning.
* Estate Planning
You work your whole life to build your estate. You should have control over what happens to it upon your death. Building a lasting legacy takes more than simply accumulating a large portfolio. You need a solution that remains flexible enough to allow you to maintain maximum control of your assets and enjoy them during your lifetime while you prepare for the efficient transfer of those assets after you die.
* Financial Planning
Long-term financial success doesn't happen by chance. Each area of your financial life can have an impact—positive or negative—on your other goals. Understanding these interrelationships is important as you deal with ongoing economic issues. Financial planning is a life-long process that assists you and your family in taking control of your financial future. By setting financial goals, developing strategies, and monitoring the progress on a regular basis, the likelihood of achieving your results is greatly increased.
* Retirement Planning
Perhaps one of the greatest financial challenges you will face in your lifetime is preparing adequately for your retirement. I will help you create a plan that will assess your current financial situation, determine the retirement lifestyle for your future, review the many options available, and put solutions in place to help ensure you achieve the retirement of your dreams.
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