Platt Allen- Northwestern Mutual

Platt Allen- Northwestern Mutual Platt Allen is a team of finance professionals led by Founders Andy Platt and Michael Allen.

Markets will always fluctuate. Headlines will always change.But long-term financial success is usually built on the same...
05/29/2026

Markets will always fluctuate. Headlines will always change.

But long-term financial success is usually built on the same fundamentals:
• A clear plan
• Consistent behavior
• Smart decision-making
• Patience over time

The biggest advantage often isn’t predicting the future — it’s staying disciplined through it.

Good financial planning isn’t just about growing wealth.It’s about creating freedom, reducing stress, and helping you ma...
05/27/2026

Good financial planning isn’t just about growing wealth.
It’s about creating freedom, reducing stress, and helping you make confident decisions about your future.

The goal isn’t simply to have more money.
The goal is to use money to build a better life.

Memorial Day reminds us that the greatest legacies are built through sacrifice, service, and love for others.Today we ho...
05/25/2026

Memorial Day reminds us that the greatest legacies are built through sacrifice, service, and love for others.
Today we honor those who gave everything for our country and the generations who continue to carry their memory forward.

Your future deserves a plan with a purpose. Your financial plan should be about you and your goals. That's why our first...
05/22/2026

Your future deserves a plan with a purpose. Your financial plan should be about you and your goals. That's why our first meeting is all about getting to know you. Let's start that conversation today.

Investing can feel complicated because the headlines never stop.Markets rise. Markets fall.Predictions change daily.Emot...
05/15/2026

Investing can feel complicated because the headlines never stop.

Markets rise. Markets fall.
Predictions change daily.
Emotions try to convince people to chase what’s hot or abandon their plan when uncertainty shows up.

But successful investing usually isn’t about reacting to every headline.
It’s about having a disciplined strategy built around your goals, timeline, and risk tolerance.

Retirement isn’t just about reaching a number.It’s about creating the freedom to spend your time the way you want.
05/13/2026

Retirement isn’t just about reaching a number.
It’s about creating the freedom to spend your time the way you want.

Strong financial planning for business owners should help answer questions like:• How much should stay in the business v...
05/12/2026

Strong financial planning for business owners should help answer questions like:

• How much should stay in the business vs. move to personal wealth?
• Are you investing tax-efficiently?
• What happens if something unexpected happens to you or a partner?
• Is your retirement dependent on selling the business at the perfect time?
• Are you building a life outside the business too?

The goal isn’t just to build a successful company.
It’s to build a business that supports the life you actually want.

Wondering how to talk to your parents about finances and what to cover?It's important to have a clear picture of your pa...
05/07/2026

Wondering how to talk to your parents about finances and what to cover?

It's important to have a clear picture of your parents’ financial wishes as you support them as they get older. Help them compile a list of all of their bank, investment, and retirement accounts so you’re prepared to step in during an emergency. Starting these conversations early—even one question at a time—can go a long way toward protecting your parents and giving your family peace of mind.

We're here to help you with that plan.
05/04/2026

We're here to help you with that plan.

When you work with us, we want you to feel like you are have reached financial freedom.
05/01/2026

When you work with us, we want you to feel like you are have reached financial freedom.

Address

Dayton, OH

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

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