David M Freitag, CLU®, ChFC®, CFP®

Wealth Management Advisor

  • Office 720-763-3372
  • Mobile 847-778-6746

Professional

David Freitag joined Northwestern Mutual in 1996 after graduating from the University of Notre Dame.  Over the past 20 years, David has built a thriving wealth management practice focused on delivering a unique and memorable experience to each of his clients. 

“Life is what happens while you’re making other plans” is the cornerstone to our motto, “We Plan, You Live!”  For most people, focusing on and enjoying life in the moment is difficult on a good day.  Work, family commitments, friends and other obligations can become all-consuming.  Many people have a list of plans that they are going to get to when they have more time, when the next promotion happens, when the kids get into full-time school, etc.  Before they know it, time has passed, life has happened…and they missed it!

Work, family, community involvement all contribute to a fulfilling life, although there are definitely some less-fun aspects of life that need to organized and managed – including the finances.   It's no surprise that the average person spends more time and effort into planning their next vacation than their financial future.  These “less-fun” aspects often end up in the bucket (mistakenly) labeled “Important, But Not Urgent”.  We tell ourselves partial truths in order to justify our procrastination.

“Education planning?  I’ve got plenty of time to figure out how to pay for college.”

“I’ll just keep contributing towards retirement how I’ve been doing it since I started working.”

The truth is it’s difficult to manage every aspect of our lives at all times and it’s easy to let ourselves believe that everything will just work itself out.   David’s goal is take one of those “Important” aspects – The Finances – and develop a comprehensive plan for success built around your specific goals.  By providing you with a detailed plan designed to accomplish your goals, our team can grant you the peace of mind in knowing that you have placed your financial house in order and free your mind of worry.  This frees up the time that allows you to focus on what’s really important – your anniversary, those important birthdays, your career, planning the next memorable vacation, making it to the soccer field on time… 

We Plan, You Live!

 

 

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