Educating Clients About Financial Planning

The topic of Financial Planning can cause tremendous anxiety for people who aren't sure where to start. It can cause similar anxiety for people who've started, but aren't sure what their next steps are.

"We believe the financial planning process is the path to feeling liberated and secure through knowledge about where your money goes and how it grows." - Team Wanek

Tomorrow is Important, But Life is Happening Now

Talking about finances can be overwhelming, so Justin Wanek and his team are here to help simplify the conversation. Here's what else you can expect when you work with Team Wanek:

  • A judgment-free, pressure-free environment
  • A financial partner who understands your big picture
  • Jargon-free conversations
  • Help seeing you financial blind spots and ways to account for them
  • Answers to the questions you have, and ones you never knew you had

Learn more about how working with Justin Wanek, and Northwestern Mutual as a whole will help you reach your goals:

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