Joe Mondragon - Northwestern Mutual

Joe Mondragon - Northwestern Mutual

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Our most successful clients are the ones that have learned to focus on long term goals and concentrate over extended periods of time regardless of the things happening in the global market.

5 Ways to Improve Your Finances in July 07/06/2021

Feel free to reach out to discuss anything on this list! đź’µ

5 Ways to Improve Your Finances in July Stay on track with your finances this summer. Here are 5 ways to improve your finances in July.

Advisors say life insurance may help combat Biden's proposed tax increase 06/09/2021

“Clients often feel a sense of relief knowing their heirs will receive tax-free proceeds to cover necessary expenses — such as levies, funeral costs, administrative fees or unpaid debt — when they are no longer around.”

Advisors say life insurance may help combat Biden's proposed tax increase President Joe Biden is calling for higher taxes on inherited property. Financial advisors say it may make life insurance more compelling for estate planning.

5 Ways to Improve Your Finances in January 01/07/2021

Start the New Year off right by ensuring your finances are in order. Your 2021 finances should not follow an unpredictable cycle❗️❗️❗️

If you’d like help with your financial checkup, let’s talk.

5 Ways to Improve Your Finances in January After the doozy that was 2020, 2021 brings a whole new meaning to “new year,” doesn’t it? To kick off a much-needed fresh start, we compiled some common New Year’s resolutions and gave them a financial twist. Whether you choose to stick with one or decide to try them all, our checklist offer...

Your New Baby Financial Checklist: 6 Things to Do Before Your Baby Arrives 10/08/2020

Expecting a baby sometime soon? Check these off your list before your baby arrives.

Your New Baby Financial Checklist: 6 Things to Do Before Your Baby Arrives When you’re getting ready to have a baby, there are plenty of things to do and buy. In addition to picking out a new car seat and baby outfits, here are six things to check off your new baby financial checklist.

Northwestern Mutual posted on LinkedIn 08/12/2020

Your finances should not be one of the things you are uncertain about during the pandemic.

Northwestern Mutual posted on LinkedIn What does Northwestern Mutual’s exceptional financial strength mean for our clients? Our CEO, John Schlifske, explains....

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6301 Waterford Boulevard Suite 440
Oklahoma City, OK
73118