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, I use a highly disciplined and structured approach that consists of the following five steps:
- Needs/ Values Discussion & Fact Finding
- Financial Analysis & Evaluation
- Presentation of Comprehensive Solution
- Implementation & Execution of the Plan
- Ongoing Evaluation
Needs Based Financial Planning
"A Structured & Disciplined Approach”
- Needs
- Clarity
- Decisions
- Results
- Confidence
"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.
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New Interactive 2009 Annual Report Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security.
Our interactive report features clients talking about why they felt secure in an unstable economy.
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Northwestern Mutual and Forbes launch the new Fact & Comment page 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.
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Dividend AnnouncementNorthwestern 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.
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Lessons from the U.S. OpenIt takes both strength and consistency to reach the top of any leader board. See how Northwestern Mutual stacks up on the industry leader board.
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Managing Your Money In A DownturnNorthwestern 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
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