David Plocher

When people look back on their lives, they often find that they have become more successful than they ever thought they would be. They have built a solid reputation and have the respect of family and friends. They have, or they are on their way to building, a level of financial security that they want to preserve and pass on to their heirs and philanthropic interests.

With this success however, often comes a sense that there might be something that has been missed or overlooked in the areas of offensive, defensive, estate & business planning.  

What do you feel good about having accomplished - Personally, Professionally, and Financially? What are you passionate about accomplishing over your lifetime? Let's meet and take inventory. You deserve to understand and know things you have not yet been made aware of.

How I'm Different

You have many options when choosing a financial advisor. I feel very proud to associate myself with a company, like Northwestern Mutual, that is values-based and forward-thinking.

More than a century ago, our leaders had a simple, but powerful, vision for Northwestern Mutual - to build a company that aspired less to be large than to be safe, ranked first in benefits to policy owners rather than first in size and valued quality above quantity.

These beliefs, captured in an 1888 executive committee statement, are still true today. In fact, they helped shape many of the values that continue to define who we are. Ask anyone in the Northwestern Mutual family, and he or she will proudly tell you what we stand for.

I am committed to my clients. You can feel confident that your future will be more secure with my guidance and support.