Scott Fligel, CFP®, ChFC®, CLU®, AEP®
Wealth Management Advisor


Fligel Financial Services

At Fligel Financial Services, our mission is to create a sound financial plan, tailored to your personal needs, through a consistent and steadfast commitment to each client that we serve.

Whether you are a client looking to access your accounts, a prospective client doing a little homework on our team, or just stumbled onto our site, we are glad you are here! We hope that while you’re here, you will:

  • Discover how working alongside a financial planner can help create security and production in your current financial plan.
  • Learn how financial planning, through and into retirement, can help avoid market surprises and tax burdens that you may have otherwise been unprepared for so that you can truly live the retirement of your dreams.
  • Find out more about Scott and his team, and how their consistent and steadfast approach to financial planning helps create true financial freedom.

 

If you have any questions, thoughts or ideas, we would love to hear from you. You can email Scott directly at scott.fligel@nm.com.

LinkedIn | Newsletter



Honors and Recognition

Million Dollar Round Table Qualifying Member 1999-2007

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT.

Million Dollar Round Table Qualifying/Life Member 2008-2020

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT.

Million Dollar Round Table – Top of Table Qualifier 2020

Top of the Table is an internationally recognized mark of excellence reserved for the most successful in the financial services industry. Qualifiers are among the top professionals in the intensely competitive global life insurance and financial services industries.

MDRT logo

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Here’s How Tax Brackets Work

Tax brackets can be confusing but we can help explain how you can use them to estimate your tax bill. Read more here.

Steps for Financial Planning Throughout Your Life

Anyone can benefit from a mapping out a financial roadmap that shows you how to reach your financial goals. Read more here.

How Much Money Do You Need to Live Comfortably in Retirement?

The answer is different for everyone so your plan should focus on setting up the income you’ll need. Read more here.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck