Financial Planning for Your Business and Family

Most successful businesses are created with an idea and grown with hard work. But it takes foresight and a comprehensive plan for these businesses to outlive their founders. The businesses that are successful, those that flourish from one generation to the next, are the ones with owners who know how to recognize and solve problems... owners who know when to ask for help... owners who know how to hire “expertise.”  

My team of experts and I can help by identifying your financial planning needs, and then addressing those needs with a wide range of insurance and investment solutions.

  • We help business owners determine the most appropriate exit strategy in the event of a death, disability, retirement or sale of their business.
  • We help business owners coordinate their own retirement plan with the transition of their business
  • We work with business owners to set up effective executive retention programs while maintaining control of their business.
  • We work with a team of specialists to put the most competitive fit, finish and design of their employee benefit and retirement plan programs.
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Planning for the Success of Your Business

No matter where your business is within its life cycle, Pat Kohler and Northwestern Mutual recognizes that the goals you have for your business and personal life are intertwined. Watch this video to learn how our integrated approach to financial planning can help manage the full scope of your needs and goals at every stage.

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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