Benjamin G Bourgeois II, CFP®, MBA

Financial Representative

Welcome to Ben Bourgeois' Website

 

Values

Growth, integrity, passion, professionalism

Mission Statement

Our mission is to be at the center of our client's financial world as the premier financial planning team.

Vision Statement

We work with good successful people and seek to positively serve God and our clients through honest guidance and comprehensive personalized financial planning for them, their families, and their businesses.

 


"No one can plan for the future - much less invest successfully in it - without believing in that future." Nick Murray, Simple Wealth, Inevitable Wealth


 

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Largest Dividend Payout In Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history. Read more.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

A Guide To Your Finances In Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck