Our mission is guiding driven, caring individuals on their road to financial freedom and achievement of their dreams. Josh Dorfman manages his own financial planning practice with Northwestern Mutual. His mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. With this mission in mind, Josh aspires to give his clients the freedom to spend less time and energy around a financial outline and more time focused on their dreams and aspirations. Using a relationship-first approach, Josh helps uncover opportunities and implement solutions to make those dreams a reality and maintain the plans they put in place for the course of their lives. Backed by a dedicated team of financial specialists available through Northwestern Mutual, Josh provides innovative solutions and professional direction to serve individual, family, and institutional clients. For more information, visit Josh’s website, joshdorfman.nm.com.
