Allen Gracey, CPA

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Northwestern Mutual and Forbes launch the new Fact & Comment page

Forbes and Northwestern Mutual partner to launch a new page titled Fact & Comment on the Forbes.com Web site, offering expert insights from leaders in business and beyond.

Go to Fact & Comment page

Dividend Announcement

Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

Click here to read more

Consistency Counts Scorecard

As in golf, the low score wins the game. Find out how Northwestern Mutual’s performance ranks relative to the competition. In times like these, it’s nice to know that Northwestern Mutual isn’t just strong — it’s consistently strong.

View Scorecard

Consistency Counts

Strength on its own can be impressive. When consistency is added, that’s when it becomes real. At Northwestern Mutual, we’ve been able to deliver real strength for over 150 years. Put our strength to work for you.

Strength that works.

Managing Your Money In A Downturn

Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF).

What keeps you up at night? Do you worry about your future? Will you be able to afford retirement and what will it look like? How will you pay for your child's education? What about if you or your spouse will need long term care in the future? How can you best provide for a family member with special needs?

Where do you turn for guidance? Do you know where to begin?

Allen Gracey, CPA, takes a unique approach with his clients. Instead of talking about products, Allen begins by helping to formulate the vision for his client's future. What is important to the client, his or her values, priorities and objectives? Allen assists in creating a picture of those ideas, translating the ideas from intangible wishes to tangible action steps.

When asked about his relationship with his clients, Allen says, "My clients want to talk about their family, their business, and their dreams. They do not want to talk about insurance or investments. We talk about their future, and how they can achieve their goals. I truly enjoy and honor the long-term relationship I have with my clients."

My Mission

My mission is to help you attain financial security for your family or business. Because you cannot predict the future, I will help you identify your financial goals and plan for the best and worst case scenarios. I will suggest solutions to help you reach those goals and show you ways to implement them. In addition, I have a special interest in helping families with special needs children determine, plan and implement strategies for their financial security needs.