Erol Atac

Financial Representative

Our Mission:

We strive to help people become confident in their financial outlook, whether that’s establishing their first plan or building on their current plan.

We help our clients protect, optimize and grow their greatest assets while supporting and preserving their financial well-being. Our purpose is to create a culture of dignity and respect. We accomplish this through understanding each of our clients' particular needs. Our clients are unique, busy and sucessful. We meet them where they are professionally, personally and financially.

We take a look at where you are today, and make sure you’re taking the right steps to attain your financial goals tomorrow.  We do this through a simple process:

  1. Define your goals

  2. Understand what’s working for you

  3. Identify the areas of opportunity

  4. Utilize our tools and strategies to create the best plan for you

From there, we coach you through your financial blueprint. We keep in touch to make sure your plan evolves as your goals are attained and your needs change.

 

Our Area of Expertise:

Those who find the most value in working with us business owners, executives, and the growing affluent.

 

Every successful relationship starts with an introduction. Let’s see if we could be a good fit for one another. To reach me, call my office at: 312.548.1781 or email me at erol.atac@nm.com.

 

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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