Randy Densmore believes your goals should have dates and numbers assigned to them. He brings more than 20 years of financial services expertise, gained as he developed his business within the Northwestern Mutual. That experience gives Randy unique insight into the needs and aspirations of his clients.
Successful planning is not an automatic consequence of good intentions, even when coupled with some good decisions, even for very intelligent and competent people. You must be able to articulate your own core values and with the right help, assure that your financial activities are in alignment with those. Once you've taken the time to develop objectives wrapped around your values and beliefs, we can craft a plan to guide you. Your solutions will be uniquely yours, because they will be built on what you value most.
Randy Densmore is committed to personal and professional growth, because he believes such growth is key to providing outstanding service for you, your family and your business.
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 Randy Densmore.
My Mission
Randy Densmore will, in all situations, make the recommendations which he would hope to receive, believe and implement for himself and his own family, if faced with a similar situation.
Randy will seek first to understand your vision for the future. Like you, your vision is unique. So is Randy's approach to helping you shape it and attain it.
Estate accumulation and distribution can be complex. As this work may span many areas, including: wills, trusts, insurance, accounting, business continuation, and estate, gift and income taxes, he will work with you and his network of specialists to help ensure that your goals in all these areas are coordinated.
