Bradford L Elman, CLU®

Financial Representative

Your Future is Now

Brad Elman is committed to helping his clients develop sound financial solutions by taking the time to get to know them and their objectives. Whether you are concerned for your own financial needs or those of your family or your business, Brad can help you identify your needs and provide complementary solutions.

An Expert in Special Needs Planning 

Brad Elman, a member of Northwestern Mutual’s Special Steps program, is passionate about assisting families with special needs. Brad is experienced in special needs planning including navigating third-party benefits and the legal issues involved in planning for a dependent with special needs.

Brad understands the importance of balancing the complex needs and goals of a family – from retirement to education funding along with the needs of a loved one with special needs. Call Brad to learn more about how Northwestern Mutual’s Special Steps Program can help guide you through the process to secure a future of financial security for every member of your family today. 

 

Brad ElmanBrad Elman Coaches Special Needs Children

 This is the fourth season that Brad Elman has coached the Palo Alto Challenger League Cardinals.

Interested parents should contact Brad.

Click here to visit the community service section of Brad's web site.

My Mission

Brad Elman’s mission is to treat his clients with concern, respect, and a complete commitment to "doing what we say we will do."

My philosophy is to pursue long-lasting relationships built on trust. This is particularly valuable to families who have a child or dependent with special needs, where the planning process is more complex. My goal is to bring my passion and expertise to assist you in obtaining financial security for yourself and your loved one with special needs     

Northwestern Mutual News

Northwestern Mutual ranks first in customer satisfaction
Northwestern Mutual ranks #1 in customer satisfaction among U.S. life insurers for the fifth consecutive year.

Click here to learn more.

See Your Complete Financial Picture

Review your policies, go paperless, pay your premiums and aggregate your credit cards and accounts. Get access now.

Two Ways the Northwestern Mutual Foundation Supports Children and Families in Need

Can childhood cancer be beaten? We believe. That’s one of our charitable initiatives to help children and families in need. Learn more

 

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