Understand how all your financial pieces fit together

Have direction • Improve your financial position • Be confident in your future


Are you financially scattered?

> Is money and your financial future a source of anxiety?

> Do you worry about having enough money in retirement?

>Are you confused and frustrated with all the financial noise out there?

> Have you managed your finances yourself and feel like you could be missing something?

> Do you and your partner have trouble discussing finances?

> Are your strategies tax efficient?

 


Understanding how all of your financial pieces fit together can change your life

 

Make progress to accomplish your financial goals Gain financial insight Be prepared
Tackle your debt. Remodel your house. Retire early. Planning can help you define your financial success and then show the path to get there.  Financial planning is about what you're doing and why you're doing it. You know your plan is aligned with your goals. Working with a financial professional helps you navigate the unpredictability of the future. Take advantage of opportunities to help protect yourself from the uncontrollable.
 

 

 


How do you know if you should meet with a financial professional? 

• You’ve been working and saving your entire life and are uncertain what retirement will look like.

• You're retired and not confident your money will sustain your lifestyle.

• You’re established in your career and want to make sure you are doing the right things.

• Your business is growing, and you haven’t had the time to develop a financial strategy for you and your family.

 


How do you start your financial plan?

Step 1: Share your thoughts Step 2: Create a plan Step 3: Watch your goals come to fruition
Schedule a meeting. Tell us what's on your mind and where you want to go.  We'll run the numbers on your current situation and what's important to you. Then, co-create a plan that makes sense for you We'll show you the path, help you take the steps, and monitor the progress together.

 

 


More time and money

Two things that you probably want more of that are not always easy to come by. We will help you make the most of both.

We understand that you’re busier than ever, and finding the time to learn about financial strategies and develop a plan to help you navigate the next 30 – 50 years is close to impossible.

With our help, it’s not.

We’ll help you be efficient with your time and money.

You’ll get a financial strategy and plan aligned with what’s important to you in the short and long-term. Financial planning gives you the power to stay on track with what you want to accomplish financially without the burden of taking it on by yourself.

 

 

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Matthew Monaghan

Matthew Monaghan, CFP®, CLU®, ChFC®, RICP®

Wealth Management Advisor

The Importance of Planning for the Cost of Long-Term Care

This is an important planning consideration that we often cover with clients. Read more here.

What Is Earnest Money When Buying a House?

Earnest money can be a key part of the homebuying process. Here’s what you should know. Read more here.

Should You Pay Off Debt or Start Investing? Ask Yourself These Questions

With the right financial strategy, you may be able to do both. Read more here.

 

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.