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The Millennial’s Guide to Retirement Planning
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Michael Scher
Managing Director|CFP®, CLU®, CLTC®
Welcome From Michael Scher's Team
"Inspire People and Impact Lives"
Our Mission
Our qualified team is equipped to simplify the complexities of the financial world so you feel confident in every step of your journey to financial success.
Working with our team puts us in your corner – you will be a part of the entire process as we:
- Establish financial goals derived from what you would like to achieve personally and professionally
- Construct a financial analysis that is customized according to your lifestyle and ambitions
- Maintain a working relationship through routine meetings to review your progress as we continue to implement various planning strategies
What's Different About Us?
Our work is goal oriented and planning driven. We will help you find the most efficient and effective way to accomplish your goals and objectives in life. We help our clients strategically plan to successfully endure any unexpected circumstances that life brings, no matter the economic climate. We will build a lasting relationship with you starting with our first conversation and continuously as we regularly review and facilitate your plan. Michael Scher has the CFP®, CLU®, and CLTC® designations and a financial planning staff that is highly qualified to address all financial planning needs. No matter the circumstance, you will feel confident that you are well positioned for financial success in every phase of life.
Community Impact
The Northwestern Mutual - Delafield district office is dedicated to making an impact on the community through charitable giving and various fundraising efforts.
Testimonials
It has been said that the greatest compliment we can receive is a testimonial. We agree. But don’t take our word for it. See what others have said about working with us and our holistic approach to financial planning.
Client Testimonial
I've trusted Mike with many of my most important financial decisions over the last twenty years. I continue to go with him because he always looks out for my best interests and always presents different options informing me of the tradeoffs.
Client Testimonial
I have been working with Mike Scher for almost twenty years, and the experience has been nothing short of exceptional. Mike always takes the time to thoroughly explain complex investment strategies, ensuring that I feel confident and informed about my financial future. I highly recommend his services to anyone seeking a dedicated and knowledgeable financial advisor.
Client Testimonial
Mike Scher has been instrumental in guiding my business through financial challenges and opportunities, significantly contributing to our growth and stability. His deep market knowledge and personalized approach have improved our cash flow management. For nearly twenty years, Mike has been a valuable asset to our financial plan, with his dedication to understanding and addressing our unique needs. I highly recommend him to any business owner seeking a reliable a knowledgeable financial advisor.
Client Testimonial
Working with Michael Scher and his team has been a game changer for my business. With a comprehensive and forward-thinking strategy, I am now confident that my business ensures financial stability and growth for the future.
Client Testimonial
Thanks to Mike Scher and his team, our transition into retirement has been smooth. Mike listened to our goals and helped us make them happen.
Client Testimonial
Michael Scher has given my family and me peace of mind when it comes to retirement planning. My wife and I had accounts with multiple companies and were unclear about our overall retirement situation. Michael and his team meticulously located all our accounts and conducted a thorough review of our financial status. He laid out a comprehensive plan to help us achieve our retirement goals. We are now more confident in our path to financial security, and it's reassuring to have a central point of contact for our financial needs. I highly recommend Michael Scher for his dedication and expertise.
Client Testimonial
We have been working with Mike for several years and he has provided great support and dedication in his explanations of our retirement accounts. He drew up a plan for distributions that was easy to follow. He frequently checks in on us, is very knowledgeable and we are totally pleased and he has our absolute trust.
Client Testimonial
I have partnered with Mike on financial planning for almost 20 years. Over that time, Mike has been a great resource and support to provide thoughts, recommendations, and considerations in a straightforward and understandable way. Over the years, my life situations have changed, and Mike has been there along the way to provide guidance on what we might want to adjust and what we should keep doing. Mike has a great approach, and is able to talk to us like a trusted friend instead of someone who makes it feel like they are trying to 'sell' something to you. He presents any information in a logical and clear way, answers any questions, and doesn't 'push' you into something you aren't comfortable doing at that time. Mike has a great understanding of our current situation and goals and is able to utilize these in his recommendations to help us in our planning. We have been very lucky to be partnered with Mike over the years and always are willing to share his (and his team's) name when someone mentions they may need some support from financial experts.
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.
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