Our Financial Planning Process

Northwestern Mutual's financial planning process is designed to help you create a lifetime of financial security.  Dustin Wilson will work with you to:

  • Identify your goals
  • Develop your personalized plan
  • Implement your strategies
  • Review your plan

And although your financial strategy will be one of a kind, Dustin will ensure that it's built on a solid foundation to help you protect against the unexpected, accumulate wealth and preserve what you're working so hard to achieve.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, Dustin Wilson and his team provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Close up of woman in deli with two workers in background

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