Tim O'Toole - Northwestern Mutual
Nearby finance companies
Forsyth Boulevard
South Hanley
N Highway 67, Florissant
Forsyth Boulevard
St. Louis 63105
St. Louis 63105
Forsyth Boulevard, St. Louis
Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Tim O'Toole - Northwestern Mutual, Financial service, 101 S Hanley Road, Ste 1900, Clayton, MO.
Our team has had some exciting development over the last few weeks that we would like to recognize and celebrate!
Whitney Steele, who has been part of the team since 2021, has been promoted to our Director of Planning & Investment Services.
We also welcomed, and wanted to introduce to you all, Erika Henry as our Director of Client Relations and Insurance Operations.
We're very excited for the growth of our team and are ready to make an even greater impact in our community!
Hope everyone has a safe & happy 4th of July. Thank you to all those that make it possible for us to celebrate this day.
Whitney and I had the pleasure of playing in our agency's annual Kick Out Cancer Kickball Tournament last Friday, and are happy to say we brought home 1st place!
This fundraiser benefits Alex's Lemonade Stand Foundation, raising money for childhood cancer research and the families going through this unimaginable journey. Whitney and I had a blast, and love that we were able to support an amazing cause while doing it.
Last week our agency heard from two amazing speakers. DeAndre Coke shared his experience and story, and I left that meeting with so many impactful insights from him. We also had the great pleasure of hearing from our very own, Ron Hahs, who officially retired after 60 years with Northwestern Mutual! 60 years of impacting his clients lives, and creating a generational impact for his clients' families.
The vast amount of knowledge that came out of one morning was incredible. A really great reminder of how blessed I am to be able to do this work.
My wife and I spent last week in Hawaii together and celebrated our 10-year anniversary on Friday. We had an unbelievable time, and it was more beautiful than we could have ever imagined.
Ten years of support, encouragement, and unconditional love. I couldn't do any of it without her!
If you’re in the software and technical space, our team knows and understands the unique field you’re in. We’re here to help refocus on your goals and make sure you’re on track.
What goes on behind the scenes?
With Mother’s and Father’s Day quickly approaching, you might be wondering what to get them. Well, this year you don’t have to buy another candle or grill set.
Instead, check-in with your parents that their retirement savings is on track. Parents do a lot to ensure their kids are taken care of, and now it’s our turn to make sure they’re going to be okay when it’s time for them to retire. It’s never too late to start.
Check out this article regarding all of the statistics I mention in the video:
http://spr.ly/6188joIsM
Our military clients hold unique benefits that not everyone understands. Luckily, my team and I specialize in working with military personnel and understand those benefits on a deep level. Some of the conversations our military clients have found valuable are:
• TSP Contributions
• Different allocations on the TSP website
• Navigating changes between SGLI & VGLI
• Discussing upcoming PCS’s to determine the right use of their BAH
Whether you’re active duty or retired from the military, we’re here to help you figure out how to best use your hard earned benefits to set you up for civilian retirement.
My team and I have been nominated for St. Louis Magazine's A-List in the Financial Advisor category! We'd really love your support by going into the A-List Shopping & Services section and nominating us everyday through March 12th.
Thank you so much for your support!
I recently got back from am Northwestern Mutual conference in San Antonio. The couple of days spent there were filled with learnings, networking, and even squeezed in some time to see the Alamo. I had a great time and am really grateful to work with a company who focuses so much on growth and doing the right thing for our clients.
One thing that stuck out to me since come back was a quote by our guest speaker and author, Michelle Poler. She said, “Fear is not an obstacle, it’s an opportunity. Instead of asking what’s the worst thing that can happen, ask what’s the best thing that can happen.” When I meet with clients, or am working on their plan, it is quite literally my job to think ahead and think of the worst possible scenario so we can plan accordingly. But when Michelle said this, it reminded me that the reason we implement these plans and the reason we work with our clients is to give the opportunity to minimize that fear from a financial standpoint. When my team and I are able to help with that, it makes it all worth-while.
Start 2024 off with a solid plan to help reach your goals & set your year up for success! Are you doing that? It’s never too late to get started - reach out to our team!
We hope you all have a safe and happy holiday season. We've been blessed to meet so many amazing people and grow our relationships with our clients over this past year and look forward to continuing this and growing in 2024!
Have a great holiday!
There's a lot to be grateful for this year. I'm so grateful for my wife and the life we have together. I'm grateful to have Whitney as my team member. And I'm grateful for the opportunity to work with such wonderful people and make an impact in their lives. It's pretty amazing to get to do something that I love every day, and I truly am very grateful to have a career that has introduced me to people who have become lifelong friends.
Whitney and I hope you all have a happy Thanksgiving and would love to hear what you're grateful for!
There aren't enough ways to say 'thank you' to our troops, but yesterday Whitney joined our Network Office team in packing holiday care packages for deployed soldiers through Boodle Brigade. Our team is so grateful for your service and wish you all a very happy and safe holiday season.
We had a great time at the Babitz team Fall Party. This group sure does know how to celebrate one another. Looking forward to closing out the year strong together!
These are some great tips. Sometimes small financial changes can make a big difference.
5 Ways to Improve Your Finances in March If you’re looking for 5 ways to improve your finances in March, here’s how you can lower your tax bill and prepare for homebuying season.
With the right financial plan in place, creating the life of your dreams can be as easy as drag and drop. You have the goals, I just help you get there. Contact me to get started.
A recent Northwestern Mutual survey found that moving to a new city or state is a top life goal many people intend to pursue in the coming year. Reach out if you have questions about how a change of scenery could impact your financial plan.
5 Financial Considerations Before Moving to a New City or State Thinking about relocating to a new city or state? Here are five cost-related questions to research as you contemplate the move.
I can help you map out your goals so you can make someday a reality. I’m ready when you are.
Sometimes it seems the taller they grow, the more you owe. The right financial plan can make what once felt daunting feel achievable and under control. Message me to get started!
You should spend some now. But this is also a great time to tackle some financial goals.
7 Smart Ways to Spend Your Year-End Bonus It can be tempting to spend your year-end bonus right now, but there’s more you could be doing with your yearly windfall.
Here are some simple steps to keep your finances on track this month. Please reach out if you want to have a conversation about your situation.
5 Ways to Improve Your Finances in February This month, take stock of your retirement savings and start to prepare for tax season. Here are 5 ways to improve your finances in February.
24% of people who plan to make a career change in the next two years say they want to start a new business. If you’re taking that leap, reach out to me for help. And check out these 9 ways to get on the right track: https://www.northwesternmutual.com/life-and-money/financial-steps-to-take-before-starting-a-business/
*2022 Northwestern Mutual Great Realization Survey
Let’s toast to the good choices that got us here, as well as the financial plan to keep you going.
Stop putting off that thing you keep talking about doing. Reach out so we can make a plan to help you do it in 2023.
2023 Financial Resolutions These are great 2023 financial resolution ideas. Make this the year you make a financial plan to do the things you want, now and in the future.
Learning how to create a budget can help you feel confident about covering your day-to-day expenses while still saving for future goals like retirement or college. Reach out to me for help making yours.
Research finds that most people give up on their New Year’s resolutions nearly as soon as they make them. We can help you turn your resolution into goals and create a plan that shows you a path to reach them.
How to Keep Your Financial Resolution Research suggests many of us give up on New Year’s resolutions before we get to February. Here’s how to keep your financial resolution.
The second Friday in January, known as Quitter’s Day, is when people are most likely to give up on New Year’s resolutions. But not you. Your financial plan turns resolutions into reality, with a personalized approach to achieving your goals.
Reach out to me to make sure your plan includes all the things you want in life—way past January 13.
Please reach out if you’d like help getting off to a good financial start in 2023.
5 Ways to Improve Your Finances in January Let’s start the year off right, at least financially. Here are 5 ways to improve your finances in January.
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101 S Hanley Road, Ste 1900
Clayton, MO
63105
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Clayton, 63105
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