Our fee is a percentage of the assets under management.

We pride ourselves on transparency and hold a detailed conversation based on the fee recommendations per the investment policy statement.

This arrangement results in an ongoing planning relationship as long as assets are being managed by us at Northwestern Mutual.

We are paid commissions by the insurance company that best fits your needs.

We work within your existing plan to satisfy elements of risk management, tax strategies, cash management, and design of safer asset alternatives.

Through ongoing engagement, our team will advise on and implement your planning. and periodically review your coverage to determine if revisions may be needed.

Fees start at $5,000 for developing a personalized financial plan.

Our team will tailor a written comprehensive financial plan and provide guidance for executing efficient financial decisions across multiple aspects of your planning. We will help you audit your current situation, identify your goals, and select the right advisors and product solutions to implement in your plan.