Charlie Dunn
Wealth Management Advisor


Dunn Perrault & Associates

A Financial Plan Should Grow With You

Life never stands still. It evolves, changes direction, and sets up new possibilities. That means your approach to financial security cannot be static either; because as your life changes, so do your needs and goals.

I can help you identify your financial goals today, and create a personalized plan to help you prepare for the future – even if life takes an unexpected turn. Keeping pace with life's changes is important. Let me help you achieve a secure financial future for the people you care about most.

Job Benefits 101: What to Look for When You Start With a New Employer

Your salary isn’t the only thing that counts toward your compensation. Here are the job benefits to look for.

How to Protect Yourself After the Equifax Data Breach

A breach at the credit reporting firm Equifax has compromised millions Americans’ personal information. Here’s what to do if you’re at risk.

How to Negotiate Your Salary

Before you accept that new job offer, brush up on how to negotiate your salary to make sure you’re not leaving money on the table.

 

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