Thomas Pate, CLU®, ChFC®, CASL®

Financial Advisor

Many people look back on their lives with regret; not for the things they have done, but for the things they have left undone. They find they are more successful than they thought they would be and saved less than they intended. They find themselves in situations that are more complex and less predictable than they anticipated.

That is where Thomas Pate comes in. Thomas will take the time to get to know you and your preferences. He can help you anticipate and prepare for the bestand worst scenarios. The relationship Thomas establishes with you enables him to focus on your needswhat you want for your family and what you are currently doing.

Thomas Pate can provide the guidance you can rely on when making the most important decisions of your life.

Areas of Interest
Visit these areas of Thomas Pate's site:

  • Article Library - Articles on business and money practices, insurance, financial, investment, estate planning and general interest articles.
  • Calculators - Calculators to estimate or compare many aspects of your financial wellness.
  • Life Events - Learn about the challenges associated with each life stage you may encounter.
  • Advanced Planning Library - Gain complimentary access to a powerful legal research tool.

My Mission

Thomas Pate's mission to provide peace of mind for the foreseen and unforeseen by inspiring people to make financially secure decions today.

Because you cannot predict the future, Thomas will help you prepare for the best and worst case scenarios and create a long-term relationship based on quality service and integrity.

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.

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