Planning for Your Encore
Learn how Northwestern Mutual can help you achieve your goals with our unique planning process. Our comprehensive approach to personalized financial planning can help you achieve the future you envision.
Who are we?
We are the preeminent advisory firm when it comes to wealth management and preparing our clients for the encore time of life. Clients benefit from our expertise in providing peace of mind regarding their financial security. Our commitment to excellence sets us apart.
What are we about?
Our clients enjoy the freedom to choose their own path from the objective counsel we provide. We listen attentively and ask insightful questions as our clients share their priorities and goals. Our collaborative approach is based on clients evaluating a range of options and understanding the consequences of their decisions.
Who do we work with?
As a referral only business, our satisfied clients introduce us to other business owners and executives who are open and receptive to ideas. Our clients expect us to provide leadership when it comes to integrating and implementing appropriate strategies. We engage with families who value our professional expertise and appreciate our value proposition.
Links to other important areas of your Financial Security Planning
- Disability Insurance Your ability to earn an income is your most important financial asset.
- Long-Term Care Insurance
- Use these Calculators to estimate or compare many aspects of your financial wellness.
The Northwestern Mutual Difference
We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.
- Best Life Insurance Company ranked by NerdWallet, April 2019 1
- Highest financial strength ratings of any life insurer from all four major rating agencies2
- Top 10 U.S. Independent Investment Broker-Dealers3
2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.
3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.
