Expertise

As a Northwestern Mutual financial professional, I 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.

Fee-Based Financial Planning

When you want a financial plan built with your goals and interests put above all else, it’s a good time to engage one of our fee-based financial advisors.

We’ll be transparent about what our planning services will, and will not include, so you’ll know exactly what you’re getting upfront. And when it comes to the cost of our services, we’ll let you know upfront about that, too.

Under this fee structure, your advisor will act as a fiduciary, so they have a legal and moral responsibility to place your interests first. They’ll work with you to understand your unique circumstances and provide expert guidance in the creation of your personalized financial plan.

If it makes sense for you, your advisor’s role can go beyond planning to help you find the best insurance products, brokerage, advisory and/or private client platform solutions to put your plan into action.

 

Wealth Management

Our wealth management services go above and beyond what you might expect from a financial services provider. Northwestern Mutual Wealth Management Company offers:

Investment advisory services, designed to:

  • Provide high-quality investment services and products.
  • Build and monitor diversified portfolios.
  • Develop objective, personalized plans.
  • Focus on long-term results.

Northwestern Mutual Wealth Management Company serves as trustee on Irrevocable Life Insurance Trusts. In addition, through our Trust Alliance Program, we partner with nationally-recognized trust administration firms that offer a broad range of services to revocable trusts, charitable trusts, endowments and foundations.

How We Get Paid

It is extremely important to us that we openly disclose the fees you pay and the potential conflicts of interest that may exist in our relationship. Our clients pay us for the products and services that we provide in three potential ways:

How We Get Paid