Adrienne Upchurch, MBA, CFP®Financial Advisor |
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Office: 972-663-7642 12221 Merit Dr Ste 1500 Refer a FriendDo you know someone who might share your concerns about financial security? Account AccessClient CenterAdvanced Planning
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Dividend AnnouncementNorthwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies. Click here to learn more. Build Your Foundation For Life
Disability Insurance for Medical Professionals
To learn more about Northwestern Mutual’s exclusive new Medical Occupation Definition for physicians and dentists and how it is designed to help meet your needs, go to the Disability Income Insurance Knowledge Center. Northwestern Mutual Named #1
See why we’re ranked #1 in the world. 2010 Annual Report
Our interactive report features clients who talk about the steps they’ve taken with the help of their financial representatives to achieve a financially secure future. View Interactive Annual Report Go Paperless
Chances are Your Protection
How Adrienne Upchurch helps her clients Adrienne focuses on helping her clients discover their personal, professional, and financial goals and develop financial solutions in alignment with their objectives. Working together, Adrienne Upchurch and her clients create financial solutions to achieve legacies and financial security for their families and businesses. "I can provide you with guidance you can rely on when making the most important decisions of your life. I look forward to helping you meet and exceed your financial goals." --Adrienne Upchurch Adrienne Upchurch utilizes a four-step process Adrienne utilizes a four-step process to help you plan for the future and protect you if your life takes an unexpected turn.
Articles of InterestAdrienne invites you to browse through her extensive library of articles. Of interest to many of Adrienne's clients are articles on planning for children with special needs, life and disability income Insurance, and articles for women. Here are a few articles that Adrienne recommends:
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My MissionMany people look back on their lives with regret; not for the things they have done, but for the things they have left undone. They find they are more successful than they thought they would be and saved less than they intended. They find themselves in situations that are more complex and less predictable than they anticipated. That is where I come in. I take the time to get to know you and your preferences. I can help you anticipate and prepare for the best -- and worst scenarios. The relationship I establish with you enables me to focus on your needs -- what you want in the future for yourself and/or your family. By matching your needs with innovative solutions, utilizing world-class insurance services, and internationally recognized products, I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself. A Special Needs Planning ExpertFamilies with special needs are faced with many concerns and challenges regarding the long term care of their loved ones. Adrienne provides financial planning services for families with such needs. She is willing to work with you to identify your goals and educate you on the available options. Adrienne works in the community with several local special needs organizations and presents to various groups in the Dallas-Fort Worth area on this topic. Online Resources
Physicians Nationwide
Adrienne Upchurch is a member of Physicians Nationwide. Physicians Nationwide is a group of qualified and experienced Northwestern Mutual Financial Representatives who specialize in serving the unique financial needs of physicians. |
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© 2012, The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from your Financial Advisor. Northwestern Mutual is the fleet name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of Northwestern Mutual. Adrienne Elizabeth Upchurch is an Insurance Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance), and a Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 12221 Merit Dr Ste 1500 Three Forest Plaza, Dallas, TX 75251-2235, 972-661-9888, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org). NM and The Texas Financial Group - Dallas are not broker-dealers or registered investment advisers. There may be instances when this agent represents insurance companies in addition to NM or its affiliates. The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states. Adrienne Elizabeth Upchurch is primarily licensed in Texas and may be licensed in other states. CA License: #0D37380 Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, Certified Financial Planner and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements. |
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