RoundTable Associates

RoundTable Associates

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06/01/2026

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what’s actually included in a good plan. Please reach out if you’d like to start building your plan. https://www.northwesternmutual.com/life-and-money/what-is-included-in-a-financial-plan/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-financial-plan_field&utm_term=a-financial-plan&agentid=017226

05/18/2026

Your child’s future may not follow a single path—and your savings strategy shouldn’t either. Read this article to learn how to build a plan that fits your family’s needs. https://www.northwesternmutual.com/life-and-money/flexible-ways-to-save-for-your-kids-future/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-family_field&utm_term=your-kids-future&agentid=017226

04/20/2026

Americans dream of retiring comfortably with $1.46 million, but many aren’t saving enough. Let’s take the guesswork out of your future by creating a clear retirement savings plan just for you. https://www.northwesternmutual.com/life-and-money/what-do-americans-think-theyll-need-for-retirement/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-retirement_field&utm_term=americans-think&agentid=017226

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15851 Dallas Pkwy Ste 1230
Addison, TX
75001