What is your plan?

Our Mission

We seek to guide out clients towards achieving their definition of financial security by starting with a plan, managing their long-term assets, reducing risk where possible and holding them accountable to their financial goals.

 

Our Value Proposition

We are fiduciaries and see our work as a High Calling.

Plan first; solutions second.

“Defense wins Championships”

Multi-generational planners: we will be there for you and your family.

F Mackey Schneider, CFA®

Wealth Management Advisor

Largest Dividend Payout In Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history. Read more.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

A Guide To Your Finances In Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how.

 

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