Our Unique Value Proposition 

We help create peace of mind in a complex world. Our value is in helping you develop a plan by intention instead of having a plan by default. We help you to clarify what’s in your mind and heart about the life and style of living you want to have, and connect it with your resources; such as your income and investments. As a result, you have a plan designed to meet your desired outcomes and help you achieve financial security.

Our Mission

Our mission is to help you achieve yours. We help you align your current financial picture with your future financial goals, enabling and empowering you to achieve and enjoy financial security and peace of mind.

Planning for Financial Security with Northwestern Mutual

Invest with Confidence: Find Your Balance with Asset Allocation

When investing, it's important to not focus all your efforts on one thing, or in one place or you could lose everything. This video illustrates why it's so important to spread investments across various asset classes.

About Michel Legrand

For many business owners and busy professionals, there’s little time left after career and family to deal with personal finances. Unfortunately, being too busy can be costly.

You’ve likely saved some money, bought some life insurance and maybe even invested in the market, but have you really taken the time to look at your current financial situation in totality. More importantly, have you taken the time to ensure your financial future will be more secure?

That’s where I come in. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your insurance and investment needs, and provide comprehensive solutions designed to achieve a financially secure future.

Expert Guidance and Innovative Solutions

As a representative of Northwestern Mutual, I have access to some of the most specialized financial expertise in the country. I am also able to provide you with high quality risk management and investment solutions.

Helping my clients to achieve financial security with an appropriate mix of expert guidance and innovative product solutions is a very personal matter. My commitment to you is to call on the full capabilities of the network, drawing upon my own skills and the expertise of qualified specialists to help you meet your personal financial and business goals.

Along the way, my hope is that we establish a trusting relationship, one that will endure and grow as your life changes and your financial needs evolve.

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

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