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:

  • 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
  • The objective of planning is achieving goals, not chasing better returns

We have a niche expertise serving:

  • Executives & business owners ready to ‘dump out the box’ and put together a comprehensive master plan
  • Individuals entering retirement
  • Families with special needs children

 

Brendan G Meyer

Brendan G Meyer, CFP®

Wealth Management Advisor

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If buying a home is on your list of goals, it helps to know what makes you attractive to a lender. Here are a few key factors.

 

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.