William Delon Dowdy

Financial Advisor
William Delon Dowdy

Office: 919-401-0340

6320 Quadrangle Dr
Ste 360
Chapel Hill, NC 27517-7890

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Northwestern Mutual and Forbes launch the new Fact & Comment page

Forbes

Forbes and Northwestern Mutual partner to launch a new page titled Fact & Comment on the Forbes.com Web site, offering expert insights from leaders in business and beyond.

Go to Fact & Comment page

Dividend Announcement

Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

Click here to read more

Consistency Counts Scorecard

As in golf, the low score wins the game. Find out how Northwestern Mutual’s performance ranks relative to the competition. In times like these, it’s nice to know that Northwestern Mutual isn’t just strong — it’s consistently strong.

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Consistency Counts

Strength on its own can be impressive. When consistency is added, that’s when it becomes real. At Northwestern Mutual, we’ve been able to deliver real strength for over 150 years. Put our strength to work for you.

Strength that works.

Managing Your Money In A Downturn

Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF).

 

A Message From Bill Dowdy:

My purpose is to guide stewardship in your lives as successful business owners and professionals in the Raleigh-Durham area by conducting needs based financial planning, helping you not only grow wealth, but  protect, preserve and distribute your wealth in a manner consistent with your personal values. 

Needs Based Financial Planning

The purpose of Bill Dowdy's practice is to guide stewardship in the lives of successful business owners and professionals in the Raleigh-Durham area. We accomplish this by conducting needs based financial planning. Financial stewardship first involves an understanding of one’s current blessings. Further, it involves growing that wealth, protecting, preserving and distributing that wealth in a manner consistent with their personal needs and values . When working with clients, I use a highly disciplined and structured approach that consists of the following five steps:
 
 
1.     Needs/ Values Discussion & Fact Finding
 
2.     Financial Analysis & Evaluation
 
3.     Presentation of Comprehensive Solution
 
4.     Implementation & Execution of the Plan
 
5.     Ongoing Evaluation
 
 

Needs Based Financial Planning:

"A Structured & Disciplined Approach”
  1. Needs
  2. Clarity
  3. Decisions
  4. Results
  5. Confidence

My Mission

"I exist to serve others by guiding stewardship"

--- Bill Dowdy

Service Methodology
 
  • Clients can receive a comprehensive financial plan, estate planning assistance, asset allocation advice, and diversified investment portfolios.
     
  • Diversified investment portfolios are designed using the expertise of Northwestern Mutual.
     
  • Outside experts in tax, insurance, and estate planning are brought in when necessary.
     
  • Every client receives periodic service reviews, covering portfolio performance, progress toward financial goals, and investment education events.


Northwestern Mutual Financial Network

We provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience.

What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of the Northwestern Mutual Financial Network, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.