Financial planning
A plan that puts the best financial choices in your hands.
These days, it's more important than ever to have a plan. Our version of financial planning not only gives you the confidence to know you're ready for anything, but is also designed to help you reach all your goals in the days ahead.
Our advisors will design a personalized financial plan with the right insurance and investment strategies, so you can take care of the people and things that matter most. And with the highest financial strength ratings of any US life insurer1, you can count on Northwestern Mutual to be here whenever you need us. After all, we've been going strong for over 160 years.
Retirement Calculator
How much do you need to retire the way you want?
Tools to help you reach your goals
Our digital tools let you work hand–in–hand with your financial advisor to design a plan for your life and your dreams. Plus, you'll always have a clear view of your finances from any device.
You can securely access all of your account details anytime you want, use goal trackers to see your progress, keep tabs on your net worth and spending trends over time, and much more.
1Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody's Investors Service, Aaa (highest), July 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.
Northwestern Mutual Private Client Group is a select group of Northwestern Mutual advisors and representatives. Northwestern Mutual Private Client Group is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank or other legal entity.