My Mission

My team and I have a mission to create meaningful, long-lasting relationships built on trust and respect, that will allow families to reach financial independence while they spend their life living today.

                                                 


                                                       

Having been in the industry for over a decade, Andy understands the importance of planning and the impact it has on those he meets. His practice focuses on holistic planning to provide financial security with emphasis on goal setting and retirement planning. He is proud to offer his expertise to many friends, family, physicians, executives, and business owner throughout the country. Being an Alter High School and Wright State graduate, Andy is passionate about making Dayton the most financially secure region in America.

 

Financial Planning for Business Owners

Business Markets Stratey mapWith a focused expertise on the business owner, Andy Platt can provide guidance for any stage of your business:

 

 

 

 

 

 

 

Andrew James Platt, CFP®, CLU®, ChFC®

Managing Director

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck