Planning and Guidance

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Working with a financial professional who understands your entire financial picture and goals. Putting a plan in place that is comprehensive, smart and achievable. These steps can turn anxiety into confidence about the future.

Achieving Financial Security: Guidance

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The United States is a nation of the financially anxious.

And it’s extraordinary how much financial confidence would positively affect Americans currently experiencing that anxiety. A majority say financial certainty would positively impact their career and their ability to pursue dreams, passions and interests – in short, it would enable them to Live Life Differently.

It’s why Northwestern Mutual clients take advantage of our financial planning process, designed to help you create a lifetime of financial security.

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We’ll work with you to put a personalized plan in place and adjust it over time to stay on track.

Our financial professionals will work with you to:

  • Identify your goals. First, we'll make sure we understand what’s important to you and your loved ones, where you are today and where you want to be in the future.
  • Develop your personalized plan. We'll analyze your financial situation and develop recommendations that can help you and your family achieve financial security.
  • Implement your strategies. After we decide on the right strategy, we’ll put it to work with proven products and quality solutions.
  • Review your plan. Throughout life, even small changes can impact your financial plan. We'll help you adjust your plan as needed to stay on track.

Financial Planning Gives You Choices

“As my life and goals have evolved, our conversations have changed too. Thanks to Kevin’s guidance, I have been able to make fulfilling choices and still give my family the life they deserve,” says Mike.

See Mike’s Story

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Top Products

From life and disability income insurance to top-tier investment options, Northwestern Mutual offers the broadest range of high-quality financial products.

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Work with Us Your Way

User-friendly online tools – such as client website and our mobile app – make it easy to see your complete financial picture and stay connected to your advisor.

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Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company and its subsidiaries. Life and disability insurance, annuities, and life insurance with long-term care benefits are issued by The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM). Long-term care insurance is issued by Northwestern Long Term Care Insurance Company, Milwaukee, WI, (NLTC) a subsidiary of NM. Securities are offered through Northwestern Mutual Investment Services, LLC, (NMIS) a subsidiary of NM, broker-dealer, registered investment adviser, member FINRA and SIPC. Fiduciary and fee-based financial planning services are offered through Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and a federal savings bank. Products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial professionals. Not all products and services are available in all states.