Our Mission

The mission of Case Financial is to provide high quality, comprehensive financial planning for individuals and families. We do this by understanding the goals of our clients and using expert, research-based approaches to financial planning. By meeting with our clients regularly, we are able to adjust strategies to match our client’s everchanging needs. The result is a community confidently prepared for life’s challenges while living out their version of the American Dream.

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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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