Working Together to Build Your Future

At Northwestern Mutual we assist our clients in designing their path to financial security. We partner with you to bring together your vision, values, and goals into a comprehensive financial strategy; and leverage our world-class products to assist you in achieving financial success and security. Our individualized approach incorporates a unique blend of expertise, experience, and personal communication.

And we are in it for the long term. Your financial plan is based on your current priorities and those in the years to come. Over the past 35 years we have looked to the future, growing our firm to ensure we have a world-class team to serve you for generations to come.

Our Approach

The financial goals and needs of each client are different which is why our approach is different. We don’t believe in cookie cutter financial planning or a one-size-fits-all approach. We take our time getting to know you, ask a lot of deep questions, and then use the information we gather to create a highly personalized plan that considers your hopes, dreams, goals, fears, and risk tolerance. We hear what is most important to you and put the right financial options and strategies into a plan designed specifically for you.

Our Different Approach to Financial Planning

Area of Specialization - Serving the Medical Community

As a member of the medical profession your financial needs are unique. Higher-than-average student loans and a later entrance into your “earning years” are a few hurdles to navigate as you take control of your finances and prepare for a financially secure future.

We can help you understand your options and make the right strategic choices with your benefits and investments to get past these hurdles. With a history of helping people build long-term financial security, we build on the benefits of your employer to help you make well-informed decisions about your pension, retirement, investments, and estate planning. Everything is woven together into a customized blend of strategies, tactics, and tools designed to help you minimize taxes, maximize wealth, and reduce financial risks throughout all stages of your life.

The advantages we bring to the medical community include:

Knowledge of Programs

One of the foundations of a good financial plan is collaborating with an advisor who can tailor a plan designed specifically to help get you to where you want to be while protecting yourself and everything you’re working toward. Tim and his team have access to a wide range of financial options designed to reinforce each other and make sure your plan can work its hardest for you.

Experienced Team

Our team brings together over 100 years combined experience delivering high-touch service and support. The team includes investment specialists, financial representatives, financial analysts who collaborate with our Wealth Management Company Investment Team to bring expertise and thought leadership to your investment portfolio. You’ll have access to this team’s insights and diverse expertise to help inform your investment strategy.

Financial Strength

Northwestern Mutual is a powerhouse in the industry, offering a full spectrum of insurance and investment products. With a history of helping people build long-term financial security, we continue to earn the highest financial strength ratings.

Northwestern Mutual Investment Services is ranked in the top 10 U.S. independent broker-dealers in the United States by all the major ratings agencies - the result of $237 billion in retail investment client assets held or managed by Northwestern Mutual Investment Services and Northwestern Mutual Wealth Management Company.

Using Disability Insurance to Protect Doctors and Dentists

Area of Specialization - Successful Individuals and Families

Managing substantial assets requires addressing complex planning questions to ensure your wealth and legacy are protected. Our team has extensive experience serving high-net-worth individuals and families and can help you along the path to financial strength.

Understanding your needs is critical to our approach. Our diverse team of advisors are committed to providing a customized mix of investment solutions to help you face the markets more confidently, and align that with your risk level, needs, and goals. We spend time getting to know you.

Planning

Tim and the Northwestern Mutual team can help you understand your options to make the right strategic choices with your benefits and investments. With a history of helping build long-term financial security, we start with your life, family, priorities, and goals, then tailor a plan from a range of options to help get you to where you want to be.

Everything is woven together into a customized blend of strategies designed to help you minimize taxes, maximize wealth, and reduce financial risks throughout your life.

Retirement

We'll help you live the retirement you always wanted. We tailor your plan to fit your goals with a range of financial options - insurance for protection, strategies for growing your money, and providing more flexibility.

Education

With the cost of school on the rise, having a plan to pay for it is key. From strategies for saving and funding education to how whole life insurance can play a role; we can help you understand your options.

Estate

We can help you coordinate with your other advisors (attorneys, accountants, and tax professionals) to set up trusts, and minimize taxes and administrative costs to protect your legacy.

Business

We have a range of solutions for you and your employees, no matter the size of your business. We can help protect against risk, manage growth, and attract and retain top talent.

Experienced Team

Our team brings over 100 years combined experience delivering high-touch service. The team includes investment specialists, financial representatives and analysts who collaborate with our Wealth Management Company Investment Team to bring additional expertise to your investment portfolio.

Financial Strength

Northwestern Mutual is a powerhouse in the industry. We continue to earn the highest financial strength ratings awarded to any U.S. life insurer by all the major ratings agencies. Our strength and reputation come from honoring our commitments to our clients.