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, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

What's Next

These days, it’s more important than ever to have a plan. Let’s plan what’s next for you. Get started.

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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