“Our team's mission is to have a positive impact on people's lives. Through disciplined planning, we help clients live life differently. Our goal is to provide financial security for families and businesses. We know our clients are making some of the most important planning decisions in their lives. Together, we move from concerns of vulnerability and doubt, to a position of confidence and security. We construct a useful framework for priorities and help keep clients accountable to their goals. We prepare for the array of life scenarios and build strong long-term relationships based on quality service and integrity.”

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Fred J. O'Connor, M.M., MSFS, CFP®, AEP®, RICP®, ChFC® , CLU®, CLTC is an established financial advisor of thirty years experience.

"I work with families, helping them protect their future from risks and create financial security. Together we create a personalized plan that fits each client's unique needs and goals, such as risk management, saving and retirement, and lifetime income and elder care. I take great pride in helping families with special needs.

I work with closely held business owners, helping them with employee and executive benefits, developing incentive plans that aid in recruiting, rewarding and retaining key people. This work addresses risk management and smooth intergenerational transfer of ownership planning. Successful business owners find the tax efficient and values-effective strategies provided useful and relevant, and often with ideas considered by their present advisors."


Planning for the Success of Your Business

No matter where your business is within its life cycle, Northwestern Mutual recognizes that the goals you have for your business and personal life are intertwined. Watch this video to learn how our integrated approach to financial planning can help manage the full scope of your needs and goals at every stage.


The Business Corner

If you own or operate a business, Fred J. O'Connor recommends the following article:

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With a focused expertise on the business owner, Fred J. O'Connor can provide guidance for any stage of your business:

Fred J O’Connor

Fred J O'Connor, M.M., MSFS, CFP®, AEP®, RICP®

Wealth Management Advisor

Our Better Money Habits From COVID Are Slipping: Here’s What to Do About It

We help clients with these topics every day. Read more here.

How to Teach Children to Build Healthy Money and Credit Habits

Starting these types of money lessons early can help them establish a solid financial foundation. Read more here.

What Do Mortgage Lenders Look for in a Borrower?

If buying a home is on your list of goals, it helps to know what makes you attractive to a lender. Here are a few key factors.

 

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