What your Northwestern Mutual financial plan looks like

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:

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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.

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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.

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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 on your plan?

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What you get with a Northwestern Mutual financial plan

Your go-to financial expert 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 weekly emails to help you reach your goals, big or small.

Questions about financial planning? We've got answers.

Get matched with a financial advisor in four easy steps.

A Financial Plan Tailored to You: See How We Do It

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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 agencies1

Awarded in the Insurance category: Life & Health industry, Fortune® Magazine's annual survey, 2017

Top 10 ranked investment service

ranked among the Top U.S. Independent Investment Broker-Dealers2

Ranking for Northwestern Mutual Investment Services LLC, Financial Advisor magazine and InvestmentNews, May 2020

No. 1 most admired companies

World's Most Admired Companies ranked by FORTUNE®, 20213

Ranking for Northwestern Mutual, 2021 FORTUNE®

97% of our clients stay with us year over year

of our clients stay with us year over year4

Statistic for Northwestern Mutual, based on Northwestern Mutual policyowner data.
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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 someday into today?

It's easy to get started—no commitment, just a conversation.