Investments. Insurance. Ideas
Creating Financial Plans for
Your Business and Family
For many business owners and busy professionals, there’s little time left after career and family to deal with personal finances. Unfortunately, being too busy can be costly.
Perhaps you’ve saved some money, bought some life insurance or invested in the market. But have you taken the time to examine your current financial situation to ensure that you are on track to meet your long-term financial goals?
Most people, "have someone...have some..." without knowing what some or someone is worth or what that provides. Few people have fair expectations of their Advisor's team and capabilities.
Our Value Proposition as your advisor rest on three primary principals:
- Time & Energy Savings
Can you be your own planner? Perhaps. Say you’ll spend 2-3 hours a week managing your plan x 50-weeks year = 150-hours annually. What’s that worth? Focus on what you do best and what you love the most. Let a team of professionals help you handle your planning and investment strategies.
- Behavior Management
Studies show humans are emotional and irrational. By having a plan in place, we help take the emotionally charged reactions out of financial planning, helping prevent rash decisions made in the moment, and focus on your long term goals.
- Comprehensive Planning
Comprehensive planning is multifaceted – solving risk based needs first; developing a written plan for both accumulation and distribution; planning for sequence of returns and tax mitigation; a thorough look at the (6) six risks we all face in retirement – we solve for all six!
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
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.
