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5 Times You’ll Be Able to Teach Your Kids About Money Management
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Baji V Puram
Wealth Management Advisor|CLU®, ChFC®, CASL®, RICP®
Securing Futures. Enhancing Lives. Creating Legacies.
Mission & Value Statement
Inspiring Action. Maximizing Potential.
Our mission is to build long-term client relationships that inspires confidence, optimism and happiness by guiding individuals and businesses to achieve total clarity around their financial lives.
Our firm is driven by these core values
- Get the job done.
- Do it right.
- Execute with speed.
- Work with conviction, energy & enthusiasm.
- High level of service.
Physicians Nationwide
Baji V Puram is a member of the Physicians Nationwide network and is uniquely qualified to help address the financial needs of those who have devoted their lives to the practice of medicine.
Established in 1961, Physicians Nationwide is a large and long standing group of financial professionals dedicated to helping physicians reach their financial goals. With stringent requirements for membership, Physicians Nationwide members have the expertise, credentials and years of professional experience to address issues that matter to you at every stage in your life.
The standard of living you experience during retirement relies heavily on the financial decisions you make long before you stop practicing medicine. Contact Baji today and let us help you achieve a lifetime of financial security.
We Are Top Ranked by Forbes Magazine!
It's a huge honor to be named to the 2024 Top Financial Security Professionals List by Forbes.
Congratulations Baji!
Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you!
| Forbes Top Financial Security Professionals Best in State List (July 2024). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2023. Northwestern Mutual & its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success. |
Planning For Your Future
Financial planning doesn't happen by chance, rather, it is the product of meticulous, sound decision-making. Whether you are looking to protect, grow or transfer wealth, as a Wealth Management Advisor, I am here to help. With a deep understanding of complex financial issues as well as the intricate economic forces at play, we provide guidance that you can trust.
Financial planning is about bringing the future into the present so that we may act now, though, this requires a commitment of time-both yours and ours. We will work to understand your current personal circumstances, financial position, and your goals for the future in order to craft a personalized planning solution that is right for you. Our team will then develop and implement a financial plan that balances your short-term needs with your long-term goals. Together, we regularly review your financial plan and assess your financial progress, to help guide your overall financial picture for the future reaches its full potential.
Let me help you ensure your financial future is all you want it to be.
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4