Our Mission

"It is our mission to lead clients towards achieving financial security and Independence. This is accomplished by creating life-long client relationships based on trust, integrity, and a high level of ethical service. We work with clients to identify their goals, formulate a plan, implement that plan and provide ongoing guidance and direction."

Eric Ames  |  Fred Harre  |  Robert Rubbelke  |  Andrew Lich

Financial planning

Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.

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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