If you live for it, we'll help you plan for it.

Our version of financial planning isn’t just a plan for your money, it’s a plan for your life. That’s because my team and I start with you—your life, your family, and your priorities. Then we tailor your unique plan from a range of financial options using multiple strategies designed specifically to help you reach your goals.

What you get with a plan from Northwestern Mutual

Financial strategies tailored to your life

You’ll have multiple strategies within your plan, built from financial options specifically selected to help you reach the goals you have for right now and later on.

A wide range of financial options

Get access to more financial options designed to reinforce each other so your plan can work its hardest for you, including investments for growth, insurance for protection, and annuities for help with income in retirement.

Your go-to financial expert to guide you

Your advisor listens to what’s important for you to do today and down the road and designs a plan, with personalized recommendations tailored to your life, to help make it happen.

The flexibility to pivot as your priorities change

When your priorities shift throughout your life, we’ll work with you to shift the strategies in your plan. So your plan stays flexible, and you stay on track to meet goal after goal.

A real-time digital plan personalized to you

You’ll see where you are today and how you’re doing over time, tracking your goals to reveal the progress you’ve made, any gaps you might have, and any opportunities we find.

The confidence to know you can live the life you’ve always wanted

Because your financial plan is based on your priorities, it’s uniquely designed to help you do the things you’ve been dreaming of. So you’ll always know you can.

Retirement Planning

Now more than ever, planning for your retirement is critical. Gone are the days when pensions and Social Security provided all of the income you needed for retirement. The new reality is that you are responsible for managing your own retirement, and that starts with making sure you’re strategic in your planning.

We can help. At Northwestern Mutual, our approach to retirement planning is designed to help you get to – and through – retirement with a greater level of financial confidence, so you can relax knowing you have a road map to achieve your goals.

You’ll want to start by considering how much to save for retirement and where to save it. By accumulating as much as you can as soon as you can, you can put time on your side – time to plan, time to weather the ups and downs of the market and time to let your money grow. Learn more about saving for retirement on Northwestern Mutual’s website, or download our white paper “Retirement Saving: 5 Key Insights You Need to Know.”

And then, as you zero in on retirement, you’ll need a different set of strategies to manage risk and make your money last through retirement. Learn more about turning your money into a steady stream of retirement income in our two-minute video Getting to and Through Retirement, or on the Northwestern Mutual website you can learn about strategies to optimize your retirement income as you approach retirement.

Business Planning

Whether you’re thinking about launching a new business or planning to expand an existing one, we can help you create, grow and protect your business’s value.

We’ll work with you to develop a personalized financial plan with solutions designed to meet the unique needs of your business, with strategies to:

  • Integrate all aspects of financial planning for your business and your personal life to ensure success on both fronts.
  • Minimize risk by being prepared for the unexpected.
  • Safeguard your business with coverage to help offset the loss of cash flow if you become sick or hurt.
  • Recruit and retain employees with competitive benefits programs.
  • Enhance your benefits programs to reward employees who are key to the success of your business.
  • Transition your business smoothly with a properly designed and funded business succession plan.

Learn more about business planning strategies including employee benefits, executive benefits and risk management.

Employee Benefits

One of the biggest challenges faced by business owners today is the need to recruit, retain and reward talented employees. A well-designed benefits package can give you a competitive advantage in the war for talent.

We can help you design a quality, affordable benefit plan that may include features such as:

  • Group health insurance.
  • Group life insurance.
  • Group disability income insurance.
  • Dental insurance.
  • Vision insurance.
  • Flexible spending accounts.
  • Qualified retirement plans such as SEP IRA or 401(k) plans.

Learn more about how our team of specialists can help you design a competitive package that can attract and retain top talent.

Executive Benefits

As a business owner, it’s important for you to recognize the dedication and commitment of your most important contributors.

We can help you design an executive benefits package that provides additional compensation to selected employees, which may include:

  • A supplemental executive retirement plan that allows you to promise to pay additional income to yourself or your key employees at a later date, which is usually retirement.
  • An executive deferred compensation plan that allows you or your key employees to forgo receipt of a portion of current income until a later date, which is usually retirement.
  • Bonus plans that provide you or your key employees with additional income that can be used to purchase insurance, annuity or investment products.