Joshua A. Oertli - Northwestern Mutual
Nearby accountants
Minnesota Drive
55435
Minnesota Drive
3600 Minnesota Dr
Minnesota Drive
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Josh A. Oertli CLU, ChFC, CFP is a Wealth Management Advisor with Northwestern Mutual
By surveying our clients, we found that those individuals who worked with someone like me on a comprehensive plan including life insurance, investments, and annuities were part of the 80% of our client base that enjoyed life more comfortably. Reach out to me now and get that 80% feeling yourself today.
Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023
Northwestern Mutual’s latest survey shows just one in four Americans expect to leave an inheritance. But there’s more than one way to leave a legacy.
Ways to Leave a Financial Legacy You can’t take it with you. But you can make a plan for passing along what happens to what you’ve earned—and learned—after you’re gone.
Ever wondered if you’re missing out on something financially? Read this article to discover some of the most common blind spots, and then let’s connect and start turning yours into opportunities.
6 Things That Should Be Part of Your Financial Plan Did you know 87 percent of Americans say they have financial blind spots? Here are six.
1 in 4 Americans expect to receive an inheritance. Ready to talk legacies? Let’s chat to learn more about what you can do today to leave one in the future.
*Planning and Progress Study, 2024.
When you're looking for a better way to money, you won't need to rely on what a survey says. I'll ask you better questions to get better answers to design a plan personalized to you. Connect with me to hear more.
Try these ideas to help you avoid overspending.
6 Tips to Help You Save on Back-to-School Shopping Take stock of what you (and your community) already have on hand. You might find your list has shortened significantly before you hit the stores.
Independent analysis shows that clients with a comprehensive financial plan understood their bigger financial picture, had confidence in the progress of their goals, and felt emotionally better in other areas of life compared to people without one. If that's what you're looking for, reach out and let's talk about a better way to money.
Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023
Cash value is a unique financial asset that can help you add flexibility to your broader financial plan. I’m happy to help you learn more about how it works.
What Is the Cash Value of Permanent Life Insurance? Cash value life insurance provides more than just a death benefit. See how this insurance works and how it can help benefit your financial plan.
When it comes to your finances, is it hard to feel seen? We hear you. That’s why we ask questions that matter and partner with you on every step of your unique financial plan. See how the Northwestern Mutual approach can offer huge benefits for you.
Assessing one component of your financial plan each month is a great way to keep tabs on your fiscal health.
Your Midyear Financial Checkup This checklist can help you make sure your finances are on track for the rest of the year. Here’s what to assess for the next 6 months.
Northwestern Mutual’s latest survey shows that Americans who work with a financial advisor have twice as much saved in their retirement plans.
Is a 401(k) a Retirement Plan? A 401(k) is important, but it’s just one piece of your retirement puzzle. Working with a financial advisor can help you complete the big picture.
You work hard, let me help your retirement savings work even harder.
*Planning and Progress Study, 2024
Compare the pictures above to see if you can spot the financial blind spots, or the differences. It may be easy for you to do, but that's not always the case in real life. For those blind spots, I'm here to not only help you see them, but also help you fill in the financial gaps. https://www.northwesternmutual.com/life-and-money/feel-better-about-your-money-and-your-life/?utm_source=facebook&utm_medium=organic_social&utm_campaign=bwtm-24phase1&utm_content=lm_financial-planning_field&utm_term=blind-spots&agentid=094286
According to Northwestern Mutual’s 2024 Consumer Financial Blind Spots survey, 87 percent of Americans say they have blind spots in their financial plans. Take our self-assessment to find out what you may be missing. Then let’s find a better way to money, together.
Do You Have a Good Financial Plan? Take our online self-assessment to evaluate your financial plan. Find out if you have blind spots and uncover opportunities for a better way to money.
We get a lot of questions from folks who try to compare whole life insurance to other financial options. But it’s tough to make such a comparison because whole life insurance is truly unique. This piece does a great job explaining why.
How Whole Life Insurance Can Help You With Multiple Financial Goals There’s a lot more to whole life insurance than its death benefit.
Your financial journey is a part of who you are, and I’m here to help you do it with pride.
I ask better questions to get to the better answers which then brings you closer to—you guessed it—a better way to money. Because when it comes to your financial future, I'm not playing games. Reach out now and let’s have a better conversation. https://www.northwesternmutual.com/life-and-money/feel-better-about-your-money-and-your-life/?utm_source=facebook&utm_medium=organic_social&utm_campaign=bwtm-24phase1&utm_content=lm_planning-with-nm_field&utm_term=feel-better&agentid=094286
Research shows a comprehensive financial plan with Northwestern Mutual can help you feel better about your money—and life in general. Reach out to get started on yours.
Feel Better About Your Money—and Your Life Research shows a comprehensive financial plan with Northwestern Mutual can help you feel better about your money—and life in general.
Want a personalized financial plan that requires nothing more than being yourself? Let’s chat.
I would like to congratulate our Lead Advisor, Mark E. Skubic - Northwestern Mutual, and his wife Megan on the birth of their son, Colson Shawn! Colson arrived on June 12th at 5:26am weighing 8lbs and measuring 20 inches. Mom and baby are doing great and his big brother Camden can't wait to get him home! Congratulations to the entire Skubic family!
Some folks are more accepting, others more cautious. See where you stack up—and how Northwestern Mutual is approaching AI.
How Americans Feel About AI and Their Money How comfortable are you when it comes to AI and your money? See how we’re thinking about AI at Northwestern Mutual.
81% of clients with a comprehensive plan said they feel optimistic after partnering with someone like me on planning their financial future. How’s that? Well, I ask better questions to have better conversations which then leads to a better way to money.
Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023
Financial Planning is a unique journey for every LGBTQ+ couple. Let’s chat and we can build your financial plan as unique as your love story.
When we’re better, you’re better. Our holistic financial planning approach is designed to deliver superior outcomes, so you feel good about your money and your life. Reach out to find out more about a better way to money. https://www.northwesternmutual.com/life-and-money/feel-better-about-your-money-and-your-life/?utm_source=facebook&utm_medium=organic_social&utm_campaign=bwtm-24phase1&utm_content=lm_financial-planning_field&utm_term=bwtm-bb&agentid=094286
Learn more about this tool for securing your financial future—it’s not just for the rich.
What Is a Trust? A trust lets a trustee hold assets on behalf of a beneficiary or beneficiaries. Learn what a trust is, how it works, types of trusts and how to set up a trust.
You deserve to be seen, loved, and accepted. Happy Pride Month to all my LGBTQ+ clients!
You’ve spent so much time putting money into your 401(k)—but have you ever thought about what happens when it’s time to take it out?
How Does a 401(k) Work When You Retire? How does a 401(k) work when you retire? While it's an important source of retirement income, it’s just one part of your long-term strategy.
Rare, medium, medium-rare…on International Hamburger Day, there are so many ways to prepare a burger. And none of them would be wrong. After all, it’s all about personal taste.
Creating a good financial plan with you is like that, as well–the plan I work on with you will be based on personal preferences. But possibly unlike your burger order–and I’m not judging!--all of my financial planning will be well done.
Right now, you may be thinking that a good financial plan is almost as far-fetched as unicorns and dragons. But I’m committed to working with you on creating one, without involving any ancient wizardry. Take our financial planning tour to start your journey today, and then reach out so I get you that much closer to living happily ever after. https://www.northwesternmutual.com/financial-planning/sample-financial-plan-tour/?=&a=1&utm_source=facebook&utm_medium=organic_social&utm_campaign=gtm-ge-financial-planning&utm_content=sample-financial-plan-tour_field&utm_term=may-library&agentid=094286
I am excited to share that my good friend, Pallavi S. Dixit, is releasing her debut novel on June 4th! Pallavi has put so much time, energy and hard work into this amazing project and I couldn't be more proud of seeing her dream come to fruition. Congratulations Pallavi on this incredible accomplishment!
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Tomorrow is important, but life is happening now.
We don't think you should have to wait to live a full, happy life. Tomorrow doesn't mean the distant future. It means, well, tomorrow. Sixty years from now is the future, but so is sixty seconds from now. And we're here to help you make the most of all of it. Because when you're in control of your money and start realizing your financial goals, planning looks less like planning and more like living.
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3600 Minnesota Drive Suite 300
Edina, MN
55435
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Monday | 8am - 5pm |
Tuesday | 8am - 5pm |
Wednesday | 8am - 5pm |
Thursday | 8am - 5pm |
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Sunday | 8am - 9pm |
5200 West 73rd Street
Edina, 55439
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