Our version of financial planning

Our version of financial planning helps you live your best life, your whole life. That means paying down your student loans and making a down payment. Moving mom in and remodeling so she feels at home. Retiring and never slowing down.

With a financial plan, you won't have to hope for the life you want, you can choose to live it. Our dedicated team of advisors will create a personalized plan with the right insurance and investment strategies, so you can do all the things that matter most, with the people who matter most.

We create a financial plan differently. Here's how we do it.

Your plan is built specifically for you, so no two are alike. Together with your financial advisor, you'll look at:
Where you are now

Where you are now

No matter where you're starting from, we'll give you a snapshot of your financial big picture so you can see exactly where you stand today.

Where you're going

Where you're going

Saving for a new home, making a career pivot, or retiring early—we'll show you how close you are to your goals, any gaps you have, and opportunities we find.

A range of options to get you there

A range of options to get you there

Get personalized strategies to help grow your money while making sure everything's protected—so you know the right moves to make today and later on.

Ready to get started with financial planning?

Areas of Expertise

As part of Northwestern Mutual, our financial advisors and representatives have a wide range of best-in-class products and industry-leading expertise to help people at different life stages, in different career fields, and with different financial goals.

College savings plans

Disability insurance

Financial planning

Investment strategies

Life insurance

Long-term care planning

Retirement planning

Wealth management

Tools to help you stay connected.

Northwestern Mutual's financial tools displayed on various devices

Our digital tools will help you work hand-in-hand with your advisor to design a personalized financial plan. Plus, you'll always have a clear view of your finances from any device. You can securely access all your account details whenever you want, use goal trackers to see your progress, keep tabs on your network and spending trends over time, and much more.

Find a financial advisor in our Decatur office.

How it works: Tell us about yourself, see your best matches, then connect with your top pick.

Already working with someone? Find them here