Our mission is to inspire our clients to dream courageously and live with purpose.  We offer a non-judgmental and playful atmosphere, through active listening, communication, and storytelling.  We all have stories and we want to hear yours.

We value and appreciate the trust and openness required to create a viable plan that makes deep-seeded personal dreams come true.  As a team of fierce women and sensitive men, we process things differently and are emotionally invested in helping our clients dream big and then stay by their side as they navigate through life's journey.  We are partners in their progress and climb the mountain top with our clients, not preach from it. 

We educate our clients to make sure they are comfortable and confident in any decision they make.  With our humorous approach, our financial teachings are entertaining and empowering.  Our clients are excited about planning and are accepted for who they are no matter what stage they are at in life.  We respect that financial planning is an ongoing process and cannot be transactional. Like you, your plan changes as you go through life.  That is why we are all about building relationships; in fact, our client relationship is a marriage, not a one-night stand..

Charlene

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, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.