Daniel Dagen CFA

Plan Now for Your Future

Daniel Dagen understands that long-term financial success doesn't happen by chance. Each area of your financial life can have an impact--positive or negative--on your other goals. Understanding these interrelationships is important as you deal with ongoing economic issues.

With this in mind Daniel would be happy to send you a Weekly Market Commentary from Emmett Wright, CFA, Chief Investment Officer of the Northwestern Mutual Wealth Management Company, and to arrange a free Personal Planning Analysis for you.  If you would like to learn more email Daniel at daniel.dagen@nmfn.com . If you were referred by one of his clients please let him know so he can thank them for the introduction.

Financial planning is a life-long process that assists you and your family in taking control of your financial future. By setting financial goals, developing strategies, and monitoring the progress on a regular basis, the likelihood of achieving your results is greatly increased.

My Mission

As a Northwestern Mutual Wealth Management Advisor,  Daniel Dagen's mission is to help you prepare and implement a financial plan that can help maintain, protect and grow your finances in an efficient, reasonable, relevant and timely manner.

Daniel's philosophy for working with clients is to make every conscientious effort to provide the same quality service and relevant thinking that he would want for himself and his family.

The first step is to get to know you and your family.  In this way, he puts you - not your wealth - at the center of the process. Whether your goals are immediate and specific or lifelong,  Daniel Dagen has the knowledge and expertise to help you discover your core values and to integrate them into your planning.

He then takes care to help you consider some of the 'what ifs' that relate to reaching your goals. Will there be detours or important risks? What are the assumptions? What can we do, if anything, to anticipate and manage life changes that could impact you and your loved ones?

Once your goals are clear and your strategies are developed Daniel Dagen can provide you with world class solutions to fit your needs.  If you have finite goals that you would like to address promptly such as an insurance need or specific capital you would like to invest Daniel will help you with immediate needs based planning.  Alternatively if you are working on a comprehensive plan and some of the questions are complex Daniel might introduce you to his network of specialists .  Either way, as you close each gap Daniel personally helps you coordinate, monitor and review each solution to be sure they remain effective and relevant. 

If you have any specific questions about your financial plan, would like to receive some of the tools designed to help you plan most effectively or have any questions about a particular product or service either email Daniel at daniel.dagen@nmfn.com or give him a call today at 917-368-3073.  He or one of his associates can help you arrange a mutually convenient time to get acquainted.

Daniel Dagen Offers a Values-Based Approach to Financial Planning, and Now Offers Fee-Based Financial Planning

Enhanced Training Enables Northwestern Mutual Wealth Management Company Financial Advisor to Provide Comprehensive Financial Planning Strategies and Values-Based Planning Services

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.

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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.

Northwestern Mutual receives "best possible ratings"

The four major ratings agencies, Standard & Poor’s, A.M. Best, Moody’s, and Fitch, have each confirmed the company’s insurance financial strength ratings. We take great pride, especially in these economic times, in providing our clients the consistent financial strength that has been our signature for over 150 years.

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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).