Usman Malik is a Financial Advisor affiliated with Northwestern Mutual, specializing in comprehensive financial planning and wealth management strategies tailored to individual and business clients. With a focus on long-term financial security, Usman offers personalized guidance that aligns with each client’s unique goals—whether it’s investment planning, retirement readiness, or risk management through insurance solutions. Backed by the strength and resources of Northwestern Mutual, his approach emphasizes building lasting relationships and delivering holistic planning services.

Catering to professionals, families, and business owners, Usman leverages advanced tools and deep industry insights to ensure client portfolios are optimized for both current needs and future aspirations. He takes pride in offering objective advice supported by trusted financial models and a client-first culture. Usman is committed to ongoing engagement, emphasizing periodic reviews and education to help his clients remain on track as life and markets evolve. His affiliation with Northwestern Mutual also ensures access to a vast network of specialists and proprietary planning technology.

Website: https://usmanmalik.nm.com/

Key Services:

– Comprehensive financial planning
– Retirement income strategies
– Investment portfolio design and management
– Insurance and risk management solutions
– Education funding strategies
– Estate and legacy planning
– Business succession and executive compensation planning
– Tax-efficient strategies in coordination with tax professionals