Our Approach

Looking at the Big Picture

Some companies only focus on insurance. Others just on investment strategies. With Northwestern Mutual, you'll partner with an advisor who will look at your financial big picture. Our integrated approach helps you build an achievable, flexible financial plan with the right mix of insurance products and investment strategies to help get you to your goals.

START WITH WHERE YOU ARE

To get you where you want to go, we'll help you understand where you are today.

Your priorities, values & goals
Your income
Your assets
Your liabilities

PROTECT WHAT YOU HAVE

Life is full of ups and downs. We'll help make sure you have everything you need for both.

Life insurance
Disability insurance
Emergency fund
Long-term care planning

TACKLE YOUR DEBT

We'll help you balance paying down debt while you make progress on other goals.

Credit card debt
Student loans
Mortgage & other loans

GROW YOUR MONEY

Get realistic saving and investing strategies to help achieve each of your goals.

Retirement income strategy
Growing your family
Buying a home
Saving for college

TAKE ACTION

Get a step-by-step guide to put your plan into action, and a partner to help you every step of the way. And as your priorities change, your plan will, too.

A personalized budget
Goal calendars & contributions trackers
Insurance & investment recommendations
Estate considerations

Iceberg Analogy

When clients come to us, we often use the 'iceberg analogy' to explain the difference between investment-focused advice and the comprehensive planning we provide. Think of it like this: 80% of an iceberg is below the surface, hidden from view. Many traditional wealth management advisors focus only on what's above the surface—investments and returns. While important, that’s only part of the picture.

At our firm, we certainly manage investments with excellence, but the real value lies beneath the surface—strategies like asset location, tax loss harvesting, tax bracket management, legacy and charitable planning, and coordination with other advisors. The goal isn’t just gross returns; it’s about maximizing what you get to keep—net returns after taxes and fees. Our clients experience greater peace of mind knowing their entire financial picture is being carefully managed, not just the investment side.