Helping you define what matters to you and your business.

We work with individuals and small businesses to solve the complex problems of balancing priorities both at home and in the business, retaining talent, and keeping more of their revenue.

First we build the roadmap and then we help you navigate it.  Clients work with our team because they know there are better ways to achieve their dreams.  Most are too busy with life to ensure they are optimizing their financial tools.  Whether you have never thought about utilizing a financial team or have implemented some personal or business strategies we are here to help you find the BEST way forward.  Set a strategy call with us, and we will help refine what matters most to you and align it with the most efficient way to achieve it.

RN3

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, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

Boost your financial knowledge.

We’re top ranked by Forbes

Forbes has recognized Evan Rauen as one of the top financial security professionals in Colorado. Many thanks to our hardworking team, amazing
clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.

 

Forbes 2024

Forbes Best-in-State Top Financial Security Professionals list (July 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.