Paul Benedict

I am a heart-centered financial planner that wants to help ambitious, good-natured people create strategies to experience more financial security and success.  After 20 years of working on Wall Street, I am building my own financial planning practice through Northwestern Mutual to help others protect, optimize, and grow their wealth.
 
My approach to financial conversations looks at the energetics (beliefs) around money, as well as the strategies that help you achieve your goals.  As an open book myself, I welcome all money struggles and bring a compassionate lens to this intimate topic.  With that said, if you are ambitious about creating change on this planet, I would be honored to help you create a roadmap that considers personal, professional, and financial goals.

I would love to hear your story, learn what’s important to you and see how I can be helpful.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.