Paul J Bugbee, CLU®, ChFC®, CFP®

Financial Advisor

  • Office 914-367-0916
  • Fax 949-209-2654

Invictus

By William Ernest Henley

Out of the night that covers me,

Black as the pit from pole to pole,

I thank whatever gods may be

For my unconquerable soul.

In the fell clutch of Circumstance

I have not winced nor cried aloud.

Under the bludgeonings of Chance

My head is bloody but unbowed.

Beyond this place of wrath and tears

Looms but the horror of the shade,

And yet the menace of the years

Finds, and shall find me, unafraid.

It matters not how strait the gate,

How charged with punishments the scroll,

I am the master of my fate:

I am the captain of my soul.

 

Plan Now for Your Future

You are the captain. Let me, my team and network of specialists help you navigate your ship through the sometimes calm and sometimes stormy waters of a personal financial plan.

Financial security is a major objective in each of our lives. You try to do what's right for those you care about, but the wrong decision can often undermine the best of intentions. To navigate your ship, I focus on educating my clients about their choices, options and strategies for a comprehensive plan. When we sail into a harbor needing specialized knowledge, I utilize my network of specialists as harbor pilots to navigate our way.

Since 1990, I have worked to make a difference in people’s lives as a Financial Advisor with Northwestern Mutual. I am passionate about addressing your financial concerns and creating custom solutions for your family and your business. I deliver these solutions with the integrity and expertise that support long-term client relationships.

Let me help you navigate your way to a secure financial future.

My Mission

My mission is to help my clients utilize their network of professionals to provide education, options and solutions for their personal planning goals.  I seek to make a difference in people’s lives, creating long-term relationships by delivering custom solutions, based on expert knowledge and delivered with integrity.

 

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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.

The economic recovery and what it means for you. Hear the insights from our leadership.

Watch the video.The leaders of Northwestern Mutual share their insights on the economy, monetary policy, the markets, managing financial risks, and what it all means for your finances. 

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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