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Your 2025 Year-End Financial Checklist
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Banderman Wealth Management
Matthew S Banderman
Financial Advisor|CLF®
Banderman Wealth Management
At Banderman Wealth Management, we’re building something special—an environment where ambitious, enthusiastic individuals from all walks of life come together to help others create financial security. Our mission is to inspire others to dream big, remain committed to excellence, and make a lasting difference in the lives of the people they serve. We remain committed to our core values: Faith, Family, Growth, Grit, and Gratitude! We believe that by fostering a culture of trust and respect, we can create an environment where our values, innovation, and success thrive! At the end of the day, our goal is that our clients are significantly better off in their financial picture after working with us than they were before meeting us.
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
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.
