Creating Financial Freedom for Military Leaders and

Business Owners Serving Our Country 


You've dedicated your life to protecting what's most important – our country's freedom and independence. Thank you for your unwavering commitment and service.  


Now it's our turn to serve you.  


In your military career, you've led strategy, troops and missions. When you set a goal, failure is not an option. It's this discipline and perseverance that have made you just as successful in your second career as a business leader. You excel at strategic planning and execution. So do we.  


While you focus on running your business,  

we focus on making sure your life's work has enduring impact.  


We don't just create a personal and business financial plan that capitalizes on your hard work and sets you up for a comfortable retirement. We deliver a lasting plan that honors your legacy and delivers on your financial promise to protect your family, business and community for generations to come.  


This is our unwavering commitment and service to you.  



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.

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.