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5 Times You’ll Be Able to Teach Your Kids About Money Management
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Helping to Financially Secure the Communities We Serve
We believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. We listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.
The Great Realization
Someday is today. That’s the realization many people are having these days—what we’re calling The Great Realization. It’s time to finally do the things you’ve been talking about for years. There’s no better time to live the life you’ve always wanted in a career you've always dreamed of.
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
Here are our areas of expertise
Financial Planning
Insurance Protection Strategies
Investment Planning & Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Business Planning
Multigenerational Planning
Estate Planning