Helping Create Your Financial Plan

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement. I enjoy working with people to create personalized financial plans that have a firm foundation in their beliefs and hopes for the future.

But achieving financial security takes more than creating a comprehensive plan; you also have to take action on your plan, and evaluate and adjust it over time. Together, we'll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings.

Andrew's diverse clientele includes everything from professionals such as accountants and attorneys to salespeople, medical professionals, and business owners.

With many federal employees in the DC area, Andrew has a deep understanding of the federal government and military retirement programs, including Thrift Savings Program (TSP), as well as the Federal Employee Retirement System (FERS), Foregin Service Pension System (FSPS) and military retirement pensions and other benefits.

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Planning with Northwestern Mutual

Learn how Andrew Soles and Northwestern Mutual can help you achieve your goals with our unique planning process. Our comprehensive approach to personalized financial planning can help you achieve the future you envision.

Six Risks That Can Impact Retirement

People will spend decades saving for retirement. But are they taking the steps needed to minimize the six most common risks that can impact their financial security in retirement?

This video highlights those six risks.

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