Brandon Cole Gerber

Financial Advisor

  • Office 260-443-7646
  • Mobile 260-273-9850

“My mission is to help individuals, families, and businesses maximize their God-given relationships, resources, and time to help them fulfill their purpose, create a bigger impact, and a bigger future. I do this by working with my clients to define their goals and dreams, then developing solutions to help achieve these dreams.”

 

Command those who are rich in this present world not to be arrogant nor to put their hope in wealth, which is so uncertain, but to put their hope in God, who richly provides us with everything for our enjoyment. Command them to do good, to be rich in good deeds, and to be generous and willing to share.

1 Timothy 6:17-18


Brandon C. Gerber's team works to enrich their clients' lives.

They specialize in working with faith-based high net worth entrepreneurs (family-owned farms, real estate investors, and other closely held businesses) to help them focus on their mission, vision, values and goals. It is only then that a comprehensive financial planning solution can be implemented to set in motion a plan of action designed to maximize opportunities and to minimize risk. Brandon and his team will help your business and estate plan become representative of your values to help maximize your legacy. 

Specific areas of their expertise include:

Business Planning

  • Buy/Sell Planning
  • Continuation & Succession Planning
  • Key Employee Benefit Planning
  • Business Valuation Planning
  • Personal Financial Security Planning

Retirement Income & Estate Planning

  • Life & Disability Planning
  • Long Term Care Planning
  • Retirement Planning

TECHNOLOGY UPDATE

Check out the Northwestern Mutual app on the Apple App Store. See your account summary, account details and financial representative contact information.


Plan for the Success of Your Business

No matter where your business is within its life cycle, Northwestern Mutual recognizes that the goals you have for your business and personal life are intertwined. Watch this video to learn how our integrated approach to financial planning can help manage the full scope of your needs and goals at every stage.


The Business Corner  Business Markets Stratey map

If you own or operate a business, Brandon recommends the following article:

Click here for additional resources. 

With a focused expertise on the business owner, Brandon Gerber can provide guidance for any stage of your business:


Nursing Home or Assisted Living? The True Cost of Long-Term Care

When you think about retirement, you probably focus on the fun stuff first: time spent traveling, visiting grandkids or getting serious about a hobby that could turn into a new side gig.

But while you’re excited for the good stuff, it’s also important to be ready for the hard stuff — like how to cover the cost of long-term care and housing for the later retirement years. And if you’re at a stage of life where you’re planning not only for yourself but also an aging parent, those concerns might become a reality sooner than you think.

Read this article to learn more.


 

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

 

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