Welcome from the Schmahl Team

 

"Inspiring others to LIVE their best life."

Our mission is to help you organize your financial life and identify the necessary actions that will make your vision a reality.

We aim to change the approach to planning for clients- helping you make the switch from having your investment results drive your life plan, to instead enjoying a life plan as the sole driver of your financial plan.

We are dedicated to providing clarity and perspective for your financial future. As your financial partner, we will walk down your path together, taking on both the challenges and the opportunities that are inevitable in this changing world.

What's Different About Us?

Our team works to simplify your life and helps improve your plan's efficiency by providing access to investment strategies, insurance solutions, and comprehensive financial planning all at one firm.

Most professionals in the financial services industry operate exclusively in one of three areas:

  • Asset Managers: These advisors typically serve as investment managers focusing only on rate of return.
  • Insurance Agents: These financial professionals tend to view insurance as the solution to every problem.
  • Fee Based Planners: These advisors often focus their entire business model around charging fees for plans without helping clients implement them.

Our Advisor Team and Staff work to simplify your life and improve your plan's efficiency by providing access to all of these areas so you implement your multi-faceted plan at ONE firm.

Most importantly, we take a collaborative approach to planning: WE educate. YOU make decisions. TOGETHER we'll implement.

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

Boost your financial knowledge.