Financial Security Planning

None of us can predict the future. The best we can do is prepare for it – with a plan that anticipates the risks we are likely to face, prepares us for the challenges we need to overcome, and identifies the opportunities we need to seize. Your path to financial security starts with a comprehensive plan that outlines a clear path to achieving success. I can help you create a plan based on your values that addresses your dreams for the future.

Northwestern Mutual honored as one of FORTUNE’s World’s Most Admired Companies

Northwestern Mutual has once again been named one of FORTUNE's World's Most Admired Companies in our industry for the 37th year. We're proud to be ranked #5 overall in the "Insurance: Life and Health" industry and lead in the quality of products/services and social responsibility categories. We also ranked highly in the financial soundness, use of corporate assets and quality of management categories.

Since 1983, FORTUNE® has surveyed top executives and directors from eligible companies, as well as financial analysts, to determine the companies with the strongest reputations within and across industries.

As a company that offers financial security planning and products solely in the United States, we're proud to be recognized as one of the most admired companies globally. This would not be possible without our dedicated employees and financial advisors who put our clients first and work hard to meet their needs, day in and day out.

While we are excited to see our FORTUNE® ranking each year and share the recognition, the list shows unexplained variability year to year. Though FORTUNE® compiles the rankings, it does not provide insight as to how peers rate our company and the evolution of the industry has made it increasingly less predictable where Northwestern Mutual and our competitors rank each year.

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Long-term care: have more choice and control.

Have more freedom and control to choose where you could get care should a chronic illness or disabling injury prevents you from living on your own, no matter how old you are.

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Estate planning

We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.

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Retirement planning

We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.

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Education funding

With the cost of school continuing to rise, it's more important than ever to have a plan to pay for it. From strategies for saving and funding education to how whole life insurance can play a role, we can help you understand your options.

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Boost your financial knowledge.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

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

$8.2B

In dividends expected to be paid in 2025.3

A++

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