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Pursue the Trophy of Financial Freedom
Sean Black
Financial Advisor|M.S.
Our Goal is to Empower High-Achievers to Become as Financially Bulletproof as Possible
OUR GOAL IS TO HELP HIGH-ACHIEVERS BECOME AS FINANCIALLY BULLETPROOF AS POSSIBLE
Our team helps to build confidence and clarity around your planning, giving you the roadmap to reach your goals. We bring unique ideas specific to you and your situation. Lastly, we make financial planning easy and will be there every step of the way to help you cross the finish line. In our meetings we look at where you are currently, and how we can attain your goals quicker by helping you show up well positioned in every stage of life. Our team incorporates retirement planning, investment strategies, tax efficiencies, and insurance planning into our conversations to make sure we have the most comprehensive plan for you and your dreams!
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
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.
