Financial Planning Services | Northwestern Mutual

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.
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Retirement planning

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

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

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

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

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

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

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