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.
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.
