Financial Independence and Freedom

If you are in your working years, nearing retirement or in retirement, you’ve come to the right place. Please ask yourself the following questions:

 

  • Do I have an existing Financial, Life, or Business plan that could use updating?

 

  • Am I aware of each the key steps that matter most for achieving and/or maintaining a lifetime of financial independence and financial freedom?

 

  • Would I like to be in position to take advantage of life’s opportunities at every stage?

 

  • Would I find value in possessing a step-by-step written plan to make this a reality and avoid looking back with financial or personal regret?

 

If yes is the answer to any of these questions, please click the “LET’S CONNECT” button below to set up an introduction and explore further. 

 

From there you can decide if engaging in an education-based planning conversation is right for you, your family and/or your business.

 

You can expect our team of specialists to share with you interesting & relevant observations & knowledge, helping you gain an increased awareness of appropriate steps & strategies to consider, without presuming any preconceived product sale.

 

By collaborating on a plan based on “your values” and updating it along the way, you can get on track and/or stay on track for your financial and life goals.

 

Your customized and detailed financial plan will help you prioritize the key decisions that will have the greatest impact on you, your family and your legacy, and help if unintended procrastination has been an issue.

 

We look forward to working with you to achieve your financial goals and lifestyle/legacy dreams.

Guidance for Business Owners

For Your Business's Key Employees

Part of attracting and retaining the best executive talent involves offering a comprehensive benefits package. Executive Benefit solutions are designed to Recruit, Retain, Reward, and Motivate key employees using innovative funding solutions.

Succession Planning

The team of business specialists helps owners establish Business Continuation and Succession strategies, while also addressing the design, financing, and implementation of executive retirement plans and related benefits. The team consults with many types of businesses, from publicly traded companies to small, medium, and large privately held firms.

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.