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Planning Services

Your plans, our planning services.

You've got big ideas for the future. And at Northwestern Mutual, we've got a full suite of financial planning services to help make it all happen.

  • Our approach
    to planning

    Our personalized approach
    starts with your life: the one
    you want now and later.

    Find Out More Find Out More about financial planning
  • Retirement planning

    You know you don't want to work forever. With the right plan, your retirement years could be closer than you think.

    Find Out More Find Out More about retirement planning Try our retirement calculator Try our retirement calculator
  • College savings

    When it comes to your dreams of your little one graduating from college debt-free, we can help.

    Find Out More Find Out More about college savings
  • Estate planning

    Help protect the lifestyle you've
    built for your family, and the legacy
    you leave behind.1

    Find Out More Find Out More estate planning
  • Business services

    Work with an advisor who specializes in planning for businesses big and small.

    Find Out More Find Out More about business services
  • Insurance

    Protecting what you have is the first step to securing your financial future. See how insurance is an important part of your plan.

    Find Out More Find Out More about insurance
  • Investment services

    We'll help you navigate investment options and come up with a strategy that helps your money work harder for you.

    Find Out More Find Out More about investment services
  • Private client services

    We offer advisory and
    investment services, and
    personal portfolio management
    for high-net-worth individuals.

    Find Out More Find Out More about private client services
  • Long-term care

    Getting older can mean incurring medical costs not usually covered
    by health insurance. And while talking about long-term care can
    be tough, we can help get the conversation started.

    Find Out More Find Out More about long-term care
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Best Life Insurance Company

Ranked by NerdWallet,
April 2019 2

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Our financial advisors are here to help you develop
the right financial plan to help you get to your next goal. And the next.

Let's Talk

1Financial Representatives do not give legal or tax advice. Taxpayers should seek advice based on their particular circumstances from an independent tax advisor.

2©2017–2020 and TM, NerdWallet, Inc. All Rights Reserved.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company and its subsidiaries. Life and disability insurance, annuities, and life insurance with long-term care benefits are issued by The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM). Long-term care insurance is issued by Northwestern Long Term Care Insurance Company, Milwaukee, WI, (NLTC) a subsidiary of NM. Investment brokerage services are offered through Northwestern Mutual Investment Services, LLC (NMIS) a subsidiary of NM, broker-dealer, registered investment adviser, and member FINRA and SIPC. Investment advisory and trust services are offered through Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and a federal savings bank. Products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and professionals. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.

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Copyright © 2021 The Northwestern Mutual Life Insurance Company, Milwaukee, WI. All Rights Reserved. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company and its subsidiaries.