Our Commitment to You

Our mission is to empower clients with a deep understanding of their financial plans and the long-term impact of their current decisions. Committed to lifelong learning and collaboration, we strive to provide a holistic planning experience that helps our clients achieve their best financial selves.

We understand the weight of our clients' financial security, and we approach it with utmost dedication. Whether you're concerned about having enough for a comfortable retirement, navigating taxes and inflation, or leaving a lasting legacy for future generations, we are here to bridge the gap and guide you through the complexities of your financial plan. With wisdom, foresight, industry expertise, and unwavering integrity, we are prepared to provide the support you need. 

Integrity | Honesty | Work Ethic | Self-Motivation | Positivity

Team Photo

Our Team is Award Winning

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Forbes has honored Nicole Holland-Hong as a Best-In-State Top Financial Security Professional. Many thanks to our dedicated team, our amazing clients, and our partnership with Northwestern Mutual. We couldn't have achieved this without you.

*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.

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

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