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

If you dream it, we’ll help you live it.

Let’s make this the year we turn your dreams into plans. Get started.

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

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While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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