Expertise

As part of the Northwestern Mutual Financial Network, our financial representatives draw from a wide range of resources to offer clients customized solutions that will help meet their individual financial needs. With exclusive access to world-class products and services such as life insurance, disability income insurance, education funding alternatives, retirement solutions, estate analysis, and business needs analysis, our representatives can create a personalized and flexible approach that incorporates complementary financial solutions for each of their clients.

Having expert resources to draw upon is the key to our representatives’ success. Representatives work in collaboration with our team of expert advisors and specialists.

Clients rely on the knowledge and insight of their representatives for guidance and an approach that is versatile enough to accommodate life’s changing situations.

Areas of Expertise

Financial Planning
Long-term financial success doesn't happen by chance. Each area of your financial life can have an impact—positive or negative—on your other goals. Understanding these interrelationships is important as you deal with ongoing economic issues. Financial planning is a life-long process that assists you and your family in taking control of your financial future. By setting financial goals, developing strategies, and monitoring the progress on a regular basis, the likelihood of achieving your results is greatly increased. Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from your Financial Advisor.

Personal Needs Analysis
Are you where you want to be financially? Are you prepared to fund your children’s education in the years to come? Are you on the right path to a comfortable retirement? Your Financial Representative can provide you with a personal needs analysis to help you identify your financial needs and goals to provide you with solutions that are right for you. By keeping in touch with you, your representative can determine whether your needs have changed and keep you aware of the resources available to you.

Business Needs Analysis
Many business owners start out with an approach designed for growth and success. Now that you’ve made something of your business, can you protect your success? Our estate and business planning specialists can prepare a business needs analysis for you to evaluate your risk management, business continuation and employee benefit needs. They will work in cooperation with experienced specialists from the Northwestern Mutual Financial Network and your own advisors to help develop effective solutions that will accomplish your specific financial objectives.

Investment Services
Without a coordinated investment strategy, it can be difficult to build an effective investment portfolio that helps meet your financial needs. A Financial Representative, who is a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS) can offer you access to a wide range of investment products and services to develop investment solutions aimed at meeting your financial objectives.

Disability Income Insurance
Disability income insurance protects one of your most valuable assets--your ability to earn an income. A long-term disability could suspend or terminate your income for an extended period of time. Your Financial Representative can offer you expertise on disability insurance products from Northwestern Mutual to help ensure a source of income in the event of a disability.

Advanced Planning
Our estate and business planning specialists can assist you in the areas of estate analysis, business insurance, retirement solutions and charitable giving. They can help you customize your path to financial success, developing advanced strategies to meet your financial objectives, provide for those you care about and endow your favorite charities. Their expertise can help you take care of your family or business now and into the future.

Estate Analysis
You’ve worked hard to build your estate over your lifetime. Probably the last thing you want upon your death is your heirs being forced to sell a portion of your estate to pay taxes or debts. Our estate and business planning specialists can assist you with estate, business and executive benefit solutions to protect your assets and help ensure your estate is settled the way you desire.

Long-Term Care Insurance
After a lifetime of work and proper preparation, a secure retirement can be your reward. That security will only be as strong as your ability to stay healthy. Most people would agree that their most important asset is their health. That is why it’s important to ensure that if you are ever faced with an extended illness, you will receive the kind of care you need. Our specialist will assist you in determining your long-term care needs and design solutions tailored to your unique situation.

Employee and Executive Benefit Services
Employee benefits are an important part of the growth of your business. Benefits such as health insurance, pension plans, group life and disability income plans make up the compensation package that helps ensure continued employee satisfaction and well-being within your company. Designing an employee benefit approach can be a complicated, technical and time-consuming matter. Working with a specialist from our Network affiliate, Strategic Employee Benefit Services, a nationwide program providing employee benefit services, we can help you create a solution designed around the unique needs of your company.