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UTILITY NAVIGATION


MONTANEZ FINANCIAL

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MONTANEZ FINANCIAL


JOSHUA D MONTANEZ


WEALTH MANAGEMENT ADVISOR|CFP®, CHFC®, CLU®

479-715-8821

1800 S 52nd St Ste 200, Rogers, AR 72758

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HELPING YOU LIVE YOUR BEST LIFE.

For most people, the number one cause of significant stress is money. We believe
there is nothing more important than financial security. When achieved,
everything else in life gets easier. We spend time working intentionally with
our clients to build financial independence and security through highly
customized financial plans. We are constantly focused on active listening and
asking thought provoking questions to get to the root of what money means to our
clients.

Through the relationships our team has built, Montanez Financial has found
enjoyment working with professionals, closely held business owners, and
generations within forward-thinking families. Josh and his team understand that
what makes them standout is their ability to work closely with specialist across
multiple fields. We have found from our client’s experience that our value is
strategic thinking and brainstorming, helping them know what they don’t know. We
also think differently. We are constantly planning with foresight around our
ever-changing environment — tax, political, economic, etc.


Meet our team!


PLAN NOW FOR YOUR FUTURE

The Montanez Financial team prides themselves on not being a commodity but
having a trusted relationship with their clients with a long-term view on their
personal, professional, and financial aspirations. Josh is a fully licensed
financial advisor and CERTIFIED FINANCIAL PLANNER™ professional, and chooses to
run his practice based on goal oriented and risk adverse planning.

Using a comprehensive and consultative approach, Josh and his team employ a
four-step process in working with his clients:

 * Discovery – Achieving clarity as to vision and goals; identifying financial
   gaps.
 * Creative Solutions – Educating and clear thinking about solutions; making
   decisions and helping to close financial gaps.
 * Strategy Development – Implementing the solutions to help achieve the desired
   outcome.
 * Result – Maintaining the implemented results; assuring confidence that the
   strategies will work over time.

What this means to you is that Josh and his team will carefully listen to and
respect your unique situation, help you clarify your goals and objectives, and
if planning recommendations are needed, make them with integrity.

The real benefit of working with Josh and his team is that you will feel taught
– not sold, better organized, and more confident in planning the financial
security for current and future generations.


THE NORTHWESTERN MUTUAL DIFFERENCE




NO. 1



Best Life Insurance Company for consumer experience, 20231




TOP 5



We're one of the Top U.S. Independent Investment Broker-Dealers.2




$7.3B



In dividends expected to be paid to policyowners in 2024.3




A++



AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded
to life insurers from all four major rating agencies.4




BOOST YOUR FINANCIAL KNOWLEDGE.



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WHAT IS FINAL EXPENSE INSURANCE?

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HOW TO CHOOSE A WEALTH MANAGER

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JOSHUA D MONTANEZ, WEALTH MANAGEMENT ADVISOR - ROGERS, AR 72758 FOOTER


READY TO WORK TOGETHER?


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1©2017-2024 and TM, NerdWallet, Inc. All Rights Reserved.

2Ranking for Northwestern Mutual Investment Services, LLC. Measured by 2022
revenue. Sources: Financial Advisor and InvestmentNews, May 2023, Financial
Planning, May 2023.

3Dividends are reviewed annually and are not guaranteed. Some policies may not
receive dividends in a particular year or years even while other policies
receive dividends. For universal life products, in lieu of dividends, experience
is reflected through changes to nonguaranteed charges and credits.

4Northwestern 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), 8/23; Fitch Ratings, AAA (highest), 8/23; Moody's
Investors Service, Aaa (highest), 11/23; S&P Global Ratings, AA+ (second
highest), 5/23. Third-party ratings are subject to change. Ratings are for The
Northwestern Mutual Life Insurance Company and Northwestern Long Term Care
Insurance Company.


JOSHUA D MONTANEZ


WEALTH MANAGEMENT ADVISOR


CFP®, CHFC®, CLU®

Let's connect


 * HOME

 * OUR TEAM

 * OUR APPROACH & EXPERTISE

 * PLANNING

 * PRODUCTS & SERVICES

 * RESOURCES

 * CONTACT ME

 * Client log in

479-715-8821

1800 S 52nd St Ste 200, Rogers, AR 72758



Download our app for fast, easy, and secure access to your accounts and
more—anytime, anywhere.

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To learn more about our products and services, visit NorthwesternMutual.com.

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

Visit our Client Relationship Summaries (Form CRS) which provide brief
information about our firms that provide brokerage services and advisory
services.

Apple and the Apple logo are trademarks of Apple Inc

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Legal Notice|Online Privacy Statement|Customer Privacy Notice|Third Party
Links|Do Not Sell or Share My Personal InformationSecurities and Mutual Fund
orders can only be placed by phone or in person. We will not process orders sent
electronically, including but not limited to, communications sent via the
Internet, mobile and cellular technologies, and electronic mail. Also,
communications transmitted by you electronically represents your consent to
two-way communication by electronic means. If you receive communications in
error, please contact the sender and delete the material from any electronic
means on which it exists.

© 2024 The Northwestern Mutual Life Insurance Company. All rights reserved. 720
East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life
Insurance Company (NM) (life and disability Insurance, annuities, and life
insurance with long-term care benefits) and its subsidiaries, including
Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance),
Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage
services), a registered investment adviser, broker-dealer, and member of FINRA
and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (investment
advisory and trust services), a federal savings bank. NM and its subsidiaries
are in Milwaukee, WI.

Joshua D Montanez uses Montanez Financial as a marketing name for doing business
as a representative of Northwestern Mutual. Montanez Financial is not a
registered investment adviser, broker-dealer, insurance agency or federal
savings bank. Joshua D Montanez is an Insurance Agent of NM. Joshua D Montanez
is an Agent of NLTC. Investment brokerage services provided by Joshua D Montanez
as a Registered Representative of NMIS. Investment advisory services provided by
Joshua D Montanez as an Advisor of NMWMC.

The products and services referenced are offered and sold only by appropriately
appointed and licensed entities and financial advisors and representatives.
Financial advisors and representatives and their staff might not represent all
entities shown or provide all the products or services discussed on this
website. Not all products and services are available in all states. Not all
Northwestern Mutual representatives are advisors. Only those representatives
with "Advisor" in their title or who otherwise disclose their status as an
advisor of NMWMC are credentialed as NMWMC representatives to provide investment
advisory services.

Depending on the products and/or services being recommended or considered, refer
to the appropriate disclosure brochure for important information on the
Northwestern Mutual Wealth Management Company, its services, fees and conflicts
of interest before investing. To obtain a copy of one or more of these
brochures, contact your representative.

Joshua D Montanez is primarily licensed in AR and may be licensed in other
states.

Joshua D Montanez AR License: 16670541 CA License: 4288269

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP®
certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the
CFP® certification mark (with plaque design) logo in the United States, which it
authorizes use of by individuals who successfully complete CFP Board's initial
and ongoing certification requirements.



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