Mark Robert Checchi, CLTC®

Wealth Management Advisor

My Mission

"My mantra is Do what is best for the client.  As a Northwestern Mutual Financial Representative, in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation."

- Mark Checchi

Mark Checchi's Speciality is Business and Estate Planning. Mark  can provide the partnership you can rely on when making the most important decisions of your life.


Guidance for Business Owners  

Business Markets Stratey mapIf you own or operate a business, Mark Checchi recommends the following articles:

Click here to read additional articles. 

With a focused expertise on the business owner, Mark Checchi can provide guidance for any stage of your business:

 


Focus on Retirement retirement plan solutions

We’re living longer than ever—and that means retirement will last longer as well. To help ensure you have the lifestyle you want in the future, it’s important to develop a sound retirement plan today to make the most of your savings for tomorrow.

Mark Checchi works with his clients in every phase of retirement planning:

Saving for Retirement

Approaching Retirement

Living in Retirement


Disability Insurance for Medical Professionals

Physicians and dentists are aware of the importance of disability income insurance. But research conducted by Harris Interactive in 2008 revealed discrepancies between what medical professionals’ expectations are of the coverage provided by “own occ” DI and what actually is covered.

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.


Community Involvement

YMCA Board Member- Current

Mark Checchi is passionate about supporting local communities, especially the Hispanic community.  Working with the YMCA allows Mark to BUILD STRONG KIDS, STRONG FAMILIES AND STRONG COMMUNITIES


Financial Planning: 5 Ways to Make Your Money Work For You
Whether people have a little or a lot, the way they manage their money makes a difference. And the decisions they make today can have a tremendous impact on what they’ll have tomorrow. This video highlights the five basic actions that are key to the best financial plans.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

How a Bigger Home Affects Your Budget

Upsizing your home means you’ll have more room to entertain, store your stuff and grow your family — but you’ll also have higher expenses. Read More

Questions to Ask a Wealth Manager

If you’re in the market for wealth management services, here are five tips to help you prepare so you can find the right fit. Read more here.

What Is the Difference Between Budgeting and Financial Planning?

Understanding the key differences between the two can give you a clearer picture of how to reach your goals. Read more here.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck