After a 10 year career as a CPA with a Big Four firm, 13 years as a Senior Financial Executive and 5 years as an entrepreneur, I bring to my clients an abundance of experience as a Wealth Management Advisor at the Northwestern Mutual Wealth Management Company.  

Our team will work with you one on one to ensure you feel knowledgeable and prepared when it comes to your retirement goals.  Implementing a retirement distribution plan is something few financial advisors do well.  Most are very competent at helping clients with accumulation strategies, and a subset of these can design a distribution plan.  But implementation requires the experience, systems and tools to calculate which asset to liquidate first, second and third, and why.  Within the network of Northwestern Mutual advisors, this is our team’s unique focus.  Here’s how:

  1. Help you develop various retirement spending plan scenarios
  2. Build a Base Income to address fixed expenses
  3. Establish a Cash Reserve to protect your investments during down markets
  4. Reposition assets for their highest and best use during the distribution and wealth transfer phases
  5. Create a flexible Investment Plan designed for long term appreciation as well as gifts, variable expenses, and legacy
  6. Continuously calculate the best accounts for distribution using Tax Bracket Management
  7. Avoid Sequence of Returns Risk using a proven investment harvest strategy
  8. Create an efficient Income and Distribution Process so that you never worry
  9. Understand your developing Legacy desires - the right assets to the right people and places with the right guidance at the right time
  10. Take advantage of the Financial Strength of Northwestern Mutual and their Open Architecture Investment platforms

It’s been said that 75% of the accidents on Mt. Everest occur on the way down.  Let us expertly help you navigate this exciting time of life.

Robert Hudson

Robert Hudson, CPA, CFP®

Wealth Management Advisor


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