Your financial plan is built specifically for you, so no two plans are alike. We start with what you want out of life and design your plan to make it happen. Together with your financial advisor, you'll look at:
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
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
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.
What you get with a Northwestern Mutual financial plan
Your go-to financial professional to guide you
Your advisor listens to what's important for you to do today and down the road and designs a plan, with personalized recommendations tailored to your life, to make it happen.
A wide range of financial options
Get access to more financial options designed to reinforce each other so your plan can work its hardest for you, including investments for growth, insurance for protection, and annuities for help with income in retirement.
The flexibility to pivot as your priorities change
When your priorities shift throughout your life, we'll work with you to shift the strategies in your plan. So your plan stays flexible, and you stay on track to meet goal after goal.
It's not just a plan for your money,it's a plan for your life.
Because your financial plan is based on your priorities, now and years from now, you can feel confident about going for your shorter-term goals knowing you're making progress on your longer-term ones. Here are some of the specialized planning services we offer:
Get matched with a financial advisor in four easy steps.
Questions about financial planning? We've got answers.
When you plan with us, a plan for your money is a plan for your life. That's because we start with you, your family, and your priorities. Then we tailor your unique plan from a range of financial options using multiple strategies designed specifically to help you reach your goals. And because your plan is based on your priorities, no two plans are alike. More about financial planning.
The very first step is to get matched with the right financial advisor for you. And the first thing they'll do is ask the right questions to understand what's most important to you. Then they'll tailor your plan to your priorities. Get matched with an advisor.
Most of our advisors will design a financial plan at no cost to you. Some advisors may charge a fee for certain types of planning, but they'll let you know up front. Get matched with an advisor.
Nope. Our version of financial planning starts with where you are, wherever that is. And the sooner you start, the bigger opportunity you'll have to set yourself up for financial success. Get matched with an advisor.
The best way to know you can do the things that are important to you is to have a plan. Once you do, you'll be able to see what it'll take to get there, the progress you've already made, any gaps you might have, and opportunities we find to help you reach your goals even faster. Get started on your plan.
One of the biggest benefits of your Northwestern Mutual financial plan, besides setting yourself up for financial success today and down the road, is the confidence it gives you to know that you can do the things you've always wanted to—without having to worry if you can. Get started on your plan.
Absolutely. Our Northwestern Mutual Private Client Group offers an exclusive comprehensive approach to private wealth management, combining the strength of a Fortune 500® company with the specialized expertise of a boutique firm.
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Reach your new level of financial confidence: see how we can help.
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What our financial planning clients have to say
May not represent the experience of other clients and is not a guarantee of future performance or success.
The Northwestern Mutual Difference
A++ financial strength rating
AAA, Aaa, and AA+—we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.1
Top 5 ranked investment service
We're one of the top U.S. Independent Investment Broker-Dealers.2
No. 1 most admired companies
Fortune® named us one of the World's Most Admired Life Insurance Companies, 20223
97% of our clients stay with us year over year
The percentage of our policyowners who stay with us year over year.4
Take the next step toward your financial plan
Our advisors are here to walk you through it and will be there every step of the way. Ready to turn your dreams into plans?
It's easy to get started—no commitment, just a conversation.