Thomas Michael Conlon

Financial Representative

Team

We Design Life Insurance Tailored for Wealthy Families & Businesses, Helping Both Preserve and Grow Capital Efficiently.

Estate Tax Planning

Are you troubled by the thought of Losing hard earned family capital or assets to rising taxes and government proposed penalties against the wealthy?

Our team works with Board-Certified Estate & Probate Law and Tax Law Attorneys and CPAs in Houston. Through a collaborative effort with those Trusted Advisors, we deliver World Class Life Insurance Solutions tailored to fit your unique criteria and needs.

Business Planning

Have you worked hard to build a Successful Business that you're proud of? Do you ever find yourself up early in the morning or late at night pondering how to Drive Performanc with your Key Employees? Are you ever afraid of Losing your Best and Brightest Talent to the competition?

Our team works with Board-Certified Attorneys, CPAs, and Third-Party Administrators to deliver Powerful Business Plans Designed to Help Business Owners Increase Revenue and Sleep Better at Night . Our plans can help any business Incentivize Key Employees to Increase Performance, Remain Loyal to the Company, and can even be used to Attract Top Talent.

Let us show you how an Institutionally Designed Life Insurance Plan might be right for you.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Here’s How Tax Brackets Work

Tax brackets can be confusing but we can help explain how you can use them to estimate your tax bill. Read more here.

Steps for Financial Planning Throughout Your Life

Anyone can benefit from a mapping out a financial roadmap that shows you how to reach your financial goals. Read more here.

How Much Money Do You Need to Live Comfortably in Retirement?

The answer is different for everyone so your plan should focus on setting up the income you’ll need. Read more here.

 

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