Financial Planning for Professionals

Our team serves clients in a variety of occupations, the majority of which are Attorneys, Accountants, Consultants and Healthcare Providers.

We have learned that our clients value our work, not because they lack intellect, but lack bandwidth. We help them take the time to itemize and prioritize their goals so they can put their best foot forward when it comes to their financial planning. Our team does all of the heavy lifting so clients can spend their life living.

Close up of woman in deli with two workers in background

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

Boost your financial knowledge.