Most people have insurance. Most people have investments. Most people have goals for themselves and their family. Few people have a plan to coordinate all 3.

We believe:

  • The objective of planning is identifying and achieving goals, not chasing better returns
  • Clients are best served by a relationship where the advisor acts solely in the client’s best interest
  • Financial plans work best when insurance and  investments are coordinated together

We have a niche expertise serving:

  • mid-career professionals & business owners ready to ‘dump out the box’ and put together a comprehensive financial plan
  • late-career individuals preparing to transition retirement assets into retirement income

 

Brendan G Meyer, CFP®

Wealth Management Advisor

Here’s How Tax Brackets Work

Tax brackets can be confusing but we can help explain how you can use them to estimate your tax bill. Read more here.

Steps for Financial Planning Throughout Your Life

Anyone can benefit from a mapping out a financial roadmap that shows you how to reach your financial goals. Read more here.

How Much Money Do You Need to Live Comfortably in Retirement?

The answer is different for everyone so your plan should focus on setting up the income you’ll need. Read more here.

 

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