Professional

“I have worked with clients for many years building assets in preparation for retirement.  We know the future economic environment is out of our control, so we create plans that will allow our clients and their children to thrive regardless of the economic landscape they may face.” – Craig Volk

 

We use our extensive and intimate knowledge of the concerns retirees face to help the next generation make decisions that will allow us to have a more impactful role on their long-term planning. 

 

Business & Personal Planning

We help executives structure their personal finances to prepare, years in advance, for the next phase in business and life. In addition, we guide the next generation of business leaders through decisions today that will greatly impact their financial future.  We lead your employees through a planning process that helps them understand what you provide as an employer, increasing the retention of your key employees and driving up satisfaction.  This also helps the individual employees as we have countless clients that say they wish they would have met us earlier in life, and we hope to give the next generation this opportunity.

 

Family Business Transitions

We help family businesses structure their business and personal finances to prepare for the next phase in life as they start to transition to the next generation.  We also help the incoming generation and key employees financially prepare for this, equipping them early and getting them ready for the business and responsibility you want to pass on to them. The key is having a strategically integrated plan with all parties to make a smooth transition for everyone.  

 


Associations

Million Dollar Round Table -- Qualifying/Life Member 2004 - Present

Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is an international, independent association of nearly 36,000 of the world's leading life insurance and financial services professionals from more than 430 companies in 78 countries.  MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service.  MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.

National Association of Insurance and Financial Advisors

The National Association of Insurance and Financial Advisors is one of the nation’s oldest and largest associations representing the interests of insurance professionals from every Congressional district in the United States. NAIFA members assist consumers by focusing their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. NAIFA’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.

Craig M Volk, RICP®
Wealth Management Advisor


Volk & Associates

 

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