Benjamin E Carl
Wealth Management Advisor|CFP®, CLU®, ChFC®, RICP®
Personal
Ben is the founding member of his financial planning and wealth management practice. Ben and his team are focused on helping their clients arrive well-positioned for the big moments in life. This requires analysis, planning, wealth management and calculated insurance strategies. The team effectively advises clients through financial plan creation, implementation and ongoing management. The firm specializes in retirement planning as well as individually tailored wealth management strategies. Partnering with the Northwestern Mutual Wealth Management Company affords clients something unique: access to the resources of one of the leading financial institutions in the country, coupled with all the advantages that can only be provided by a boutique wealth management firm.
Ben holds the CFP® designation which is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow. He also holds the CLU®, ChFC® and RICP® designations through the American College of Financial Services.
Professional
It is our mission to manage the process that helps allow our clients to discover financial peace of mind.
We help successful people see possibilities that may have otherwise been unknown to them. My team and I are committed to helping you achieve a secure financial future by providing expert guidance and innovative, individualized solutions. We aim to leave each person better off than the first time we met by fostering relationships based on quality customer service and integrity. Because none of us can predict the future, we will help you plan for the best and worst case scenarios.
My team and I strive to be the best people, doing the best planning, for the best clients.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
