Northwestern Mutual - Randall Lehman

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Randall T Lehman, CLU®, ChFC®

Wealth Management Advisor

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Randall Lehmanand his team serve a variety of clients in and around Northern Indiana. His team is composed of Rob M Hayworth, CLU, ChFC, Kevin Bontrager, CLU, Pam Parr, Lori Oetting, Shan Barnett and Allison Marigny.

Financial planning doesn't happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow or transfer wealth, as a Wealth Management Advisor,RandallLehmancan help.Heunderstands the complex financial issues and the ways in which these issues might affect your future.
Financial planning requires a commitment of timeyours and his. Randall Lehman will work to understand your current personal and financial circumstances and your goals for the future.He will work to do more than determine a planning solution.Randall Lehman will build a strategy that is right for you. Together, you and Randall Lehman will work to develop a financial plan that balances your short-term needs with your long-term goals.
AndRandall Lehman willstay in touch, so as your needs evolve over timeyoucan make the changes necessary to your plan protecting your overall financial picture for the future.
LetRandall Lehmanhelp you ensure your financial future is all you want it to be.

"To create relationships built on a foundation of integrity and trust that motivate our clients to passionately pursue the fulfillment of thier dreams."
Our planning process educates and supports our clients in a team environment to help them define and achieve the most meaningful and important financial goals of their lives by integrating their values into a comprehensive wealth plan.
Innovative strategies focus on effective risk managment, wealth accumulation and wealth preservation to help our clients accomplish their objectives.

With financial independence, family legacy and social capital solutions in place, wealth optimization becomes the focus of the planning process.Randall Lehmanuses a unique and disciplined values-based approach to help you make wise choices and to help ensure that your plan is focusing on what you value.
Randallbreaks the planning process into four quadrants or phases, each one representing one planning cycle: Discovery, Creative Solutions, Strategy Deployment, and Results Management.

Working with a knowledgeable and experienced planner who has access to current technologies and a thorough understanding of tax rules and financial planning techniques is important. Working with an advisor who takes the time to understand your unique desires and goals is critical.
Randallwill take the time to help you make that assessment, develop a plan that works for you, and provide you with the tools and strategies necessary to successfully implement that plan.

Northwestern Mutual announced a 2011 payout of nearly 4.9 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies.

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