Northwest Investment & Retirement Group

Welcome to NorthWest Investment and Retirement Group, a trusted investment and insurance firm dedicated to serving individuals and businesses. We are committed to helping you navigate the complexities of financial planning and retirement. With over 50 combined years of experience in personal wealth management and retirement planning, our team of dedicated professionals has the expertise to guide you through an ever-changing financial landscape.

Our Team

Our team is our greatest asset. At NorthWest Investment and Retirement Group, we believe that our success is built on the strong, long-term relationships we establish with our clients. We are proud to introduce our team:

• *Leonard Nelson, CFP*: Founder and financial expert, Leonard Nelson, CFP, graduated from the University of Idaho in 1982 with a double degree in finance and business management. With his extensive experience and commitment to providing personalized financial solutions, Leonard is dedicated to helping you achieve your financial goals.

• *Michelle Drewry, BFA*: As a financial advisor with a background in the medical field, Michelle Drewry, BFA, brings a unique perspective to wealth management. She is passionate about providing unbiased and independent wealth management solutions that cater to each client's unique needs.

• *Paula Marlin*: Paula Marlin is our warm and welcoming executive administrative assistant. With 25 years of experience in the financial industry, Paula's expertise and dedication ensure a smooth and efficient client experience.

• *Laura Davies*: As our office manager, Laura Davies leverages her extensive experience in the financial industry to maintain a well-organized and efficient office. Laura's commitment to excellence guarantees a seamless experience for our clients.

Services Offered

At NorthWest Investment and Retirement Group, we pride ourselves on offering a comprehensive suite of services designed to help you achieve financial success. These services include:

• *Strategic Retirement Planning*: We work closely with you to define and achieve your vision of financial independence. Our personalized approach ensures that your retirement plan is tailored to your unique needs and goals.

• *Retirement Income Strategies*: Our team of experts will help you create a sustainable income stream for your retirement, providing you with the peace of mind you deserve.

• *IRA Rollover Planning*: Navigating the complexities of IRA rollovers can be daunting. We're here to help you make informed decisions and avoid potential pitfalls.

• *Investment Management and Asset Allocation*: Our investment advice, offered on a fee basis, is designed to help you grow and protect your wealth. We also offer investment and insurance products for which we are paid industry-standard commissions.

• *Estate Planning*: Effective estate planning is crucial for preserving your legacy. We will help you develop a strategy for passing on your hard-earned assets in the most efficient and tax-advantaged manner.

Our Commitment to You

At NorthWest Investment and Retirement Group, we are passionate about helping you achieve financial success. We take protecting your data and privacy very seriously and are committed to providing unparalleled service and support.

Thank you for considering NorthWest Investment and Retirement Group for your financial needs. We look forward to building a lasting and fruitful relationship with you.