A Message From Bill Dowdy
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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, Bill Dowdy and his team use a highly disciplined and structured approach that consists of the following five steps:
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Needs/ Values Discussion & Fact Finding
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Financial Analysis & Evaluation
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Presentation of Comprehensive Solution
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Implementation & Execution of the Plan
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Ongoing Evaluation
Needs Based Financial Planning
"A Structured & Disciplined Approach”
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Needs
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Clarity
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Decisions
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Results
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Confidence
"I exist to serve others by guiding stewardship"
- Bill Dowdy
Service Methodology
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Clients can receive a comprehensive financial plan, estate planning assistance, asset allocation advice, and diversified investment portfolios.
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Diversified investment portfolios are designed using the expertise of Northwestern Mutual.
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Outside experts in tax, insurance, and estate planning are brought in when necessary.
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Every client receives periodic service reviews, covering portfolio performance, progress toward financial goals, and investment education events.
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2011 Annual Report Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security. Our Annual Report features clients who talk about the steps they’ve taken with the help of their financial representative to achieve a financially secure future.
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One of the “World’s Most Admired” Companies FORTUNE® magazine asked experts to choose the “World’s Most Admired” life insurers. Again, they chose us.
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Real life story: the realities of long-term careThe reality of long-term care hits hard. Hear former broadcast journalist Meryl Comer’s personal story about caring for her husband, who was diagnosed with Alzheimer’s disease 17 years ago. |
Dividend AnnouncementNorthwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies. Click here to learn more. |
Build Your Foundation For Life See how Northwestern Mutual permanent life insurance offers protection along with cash value that is guaranteed to grow over time.
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