Matthew F Eppinger, CLU^®, ChFC^®, CFP^®

Office: 860-570-7400

29 S Main St Ste 201
West Hartford, CT 06107-2454

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Dividend Announcement

Northwestern 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.

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FORTUNE® magazine named Northwestern Mutual the “World’s Most Admired Company” in the life insurance industry.

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2010 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security.

Our interactive report features clients who talk about the steps they’ve taken with the help of their financial representatives to achieve a financially secure future.

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NMIS Online clients can go paperless by enrolling in electronic delivery (e-delivery) of certain account/securities documents.

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Life never stands still. It evolves, changes direction, and leads to new possibilities. That means your approach to financial security cannot be static, because as your life changes, so do your needs and goals.  I combine my experience with your goals to offer you expert guidance and innovative solutions. 

I utilize a four-step process to help you plan for the future and help protect you if life takes an unexpected turn.

• Ask you questions: Before I can advise you about any of the strategies that might be appropriate in your situation, I need to learn about you.
• Analyze the information: I will provide you with a comprehensive plan that compares what you have with what you want and identifies any gaps.
• Make recommendations: I will prepare a detailed plan that includes a review of what you have already done, and some recommendations about what you may need to do next.
• Keep in touch: Nobody's situation stays the same. As yours changes, we will review your plan, and perhaps suggest revisions to help ensure that your plan keeps pace with your changing situation. 
  I will remain committed to ensuring that your family's needs will be met with care, expertise, and an understanding of your unique circumstances and individual goals.

   

  Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Matt.
  
   

My Mission

"My personal mission is to inspire people to define their personal, professional and financial goals and dreams.   Through my dynamic planning process we work together in taking concrete steps towards achieving those goals and dreams.

I believe the biggest reasons people fail financially are; procrastination, lack of vision, and lack of a plan. That's where my process comes in."