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Tariffs Add Another Challenge for Investors to Consider
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Our Mission
We strive to encourage as many people as possible to build financial security through personalized planning and well-designed saving strategies, using proven success principles and exercising accountability. We want to be the center of your finanical world, and believe we have to tools to keep your on the path to your goals and dreams.
Our values are faith in God, honesty, hard work, perseverance, going the extra mile, continuous improvement of working practices, personal efficiency, and moving people to action. We always have and always will do what is best for our clients.
Physicians Nationwide
Serving the unique financial needs of medical professionals since 1961. Our network of credentialed and tenured advisors are uniquely qualified to help address the financial needs of those who have devoted their lives to the practice of medicine.
Residents & Fellows - You know the importance of making the right financial decisions at the beginning of your career, but practicing medicine and mastering your specialty is difficult and time consuming enough. We are here to help.
Mid-career Physicians - Whether you work for a large healthcare system or are in private practice, we understand your busy schedules and unique financial needs.
Retiring Physicians - Our approach to retirement planning is designed to help you get to—and through—retirement with a greater level of financial confidence, so you can relax knowing you have a road map to achieve your goals.
Physicians and Dentists have unique needs for Disability Insurance Coverage.
Today’s Retirement Planning: Getting To and Through Retirement
Watch this short video to learn why strategies you use to get you to retirement are not the same strategies you’ll need to make sure your money lasts through retirement.
6 Events That Increase Your Need for Life Insurance
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