Helping you live your best life.

Our mission is to help our clients, families, and introductions build a working document that defines where they are in their lives today, compared to where they need to be in critical areas of long-term planning, retirement, college education planning, asset allocation, and risk management. 

Client Testimonial

“We have enjoyed working with Kevin Lochner as our financial advisor for several years. Since partnering with Kevin and Northwestern Mutual, we have experienced service exceeding our expectations. Kevin is interested in our goals and building a portfolio that ensures we meet those goals. He is interested in us as people and takes a tailored, personalized approach to understand us and our financial/ retirement goals. He developed a plan that covered potential aging health considerations, including supporting documentation that detailed options and choices. He tied these solutions directly to our financial plan, offering a robust solution, all in one place that made sense to us. In addition, he updates our plans and makes updates as our situation changes over time. Kevin schedules regular check-in meetings to discuss fluctuations in the market and changes in our personal lives that could impact our retirement strategy. As we get closer to retirement and as the market becomes more volatile, he meets with us more often to ensure we make necessary adjustments and provides us with the comfort/confidence that we are still on track to achieve our goals. With Kevin’s guidance, we are on schedule for an early retirement that will allow us to pursue our favorite interests and spend more time with our aging parents and our amazing children. Kevin and his staff are incredible! They are essential to us being able to achieve our financial goals today and I would highly recommend him to anyone that is looking for a comprehensive financial planning solution. Thank you!"

Daryl & Jeanne, Client

Client Testimonial

“My wife and I are incredibly grateful to have Kevin as our trusted financial planner. As busy executives and parents, we simply don’t have the time to learn to manage important financial affairs and plan for life’s various stages. We choose to leave that to the experts. Kevin’s expertise, attention to detail, commitment to understanding our unique financial goals, and his execution of streamlining our financial strategy have provided peace of mind for us. Most importantly, the plans for our goals are in effect and working. I wholeheartedly trust Kevin with our financial future and have multiple examples of approaching him with personal investment decisions that, unbeknownst to me, would have had detrimental tax consequences, in which he advised against. In each of these examples, Kevin and the team would have profited from my crazy ideas if he had not advised against. The client benefits before his own benefit. Kevin and the Team are your go-to advisors if you choose to utilize the experts. I recommend Kevin on a frequent basis. Thanks, Kev. Appreciate you!”

Tim, Client | California
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

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

Boost your financial knowledge.