Our Mission

Our mission is to inspire our clients to dream courageously and live with purpose. We offer a non-judgmental and playful atmosphere, through active listening, communication, and storytelling. 

Our Value

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We value and appreciate the trust and openness required to create a viable plan that makes deep-seeded personal dreams come true. As a team of fierce women and sensitive men, we process things differently and are emotionally invested in helping our clients dream big and then stay by their side as they navigate through life's journey. We are partners in their progress and climb the mountain top with our clients, not preach from it. 

Educate

We educate our clients to make sure they are comfortable and confident in any decision they make.  With our humorous approach, our financial teachings are entertaining and empowering.  Our clients are excited about planning and are accepted for who they are no matter what stage they are at in life.  We respect that financial planning is an ongoing process and cannot be transactional. Like you, your plan changes as you go through life.  That is why we are all about building relationships; in fact, our client relationship is a marriage, not a one-night stand.

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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