Financial planning to give you:

An understanding of what you want and need 
A partner you can rely on 
The confidence to take the next steps

You've spent a lifetime building your business, and getting ready to walk away from what you've built is a huge step. 

Running your business has provided you with the life you wanted and too many sleepless nights to count. Finding help to determine the best way to transition your business to your replacement is complicated, and you know you're going to have to bring it in for a landing and want someone to help guide you in.


Working with the financial planning team in Clear Lake can help you.

We've been helping business leaders walk away from their most significant assets, their business and career, which is incredibly difficult. It takes knowing that you have all the right things in place. Doing at a high level for so long has helped us build specific processes to understand each of our clients' wants and needs. It's a plan built around you.


Going through the process doesn't mean you must move forward.

We start by listening to what is on your mind to understand what you need and want. From there, we look at what's in place so we can develop a solution. We'll tell you why our strategy makes sense and why not to do it. If it makes sense, it's up to you whether you decide to move forward.


The Impact Of Not Planning Is Why Our Approach Is Important

Financial ruin from running out of money or receiving a windfall is a real issue people are willing to consider. The burden of taxes, overspending, market volatility, health, and inflation can all play a role, and not having a plan could be detrimental. With the right strategy, these are issues that can be prevented.


Feel Like You Have The Freedom To Do What You Want

We understand how busy you are with the endless list of things on your plate. Getting this piece of your life organized is not as overwhelming as you may think it is if you partner with the right people. Turn that anxiety into confidence. Confidence that things are on the right track and that you have put the pieces in place to walk away on your terms because that is what you have earned.

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.