Expertise

Your plans, our planning services.

You've got big ideas for the future, we've got a full suite of planning services to help make it all happen. Our personalized approach starts with your life: the one you want now and later.

We'll help you answer big questions like: Can I afford to travel and still pay down my credit card debt? Can I save for my kids' college while paying off my student loans? Once I retire, how do I make sure I have enough income? At Northwestern Mutual Indiana, we work with you to understand your most important goals and make a personalized plan to help take you there.

RETIREMENT PLANNING

You know you don't want to work forever. With the right plan, your retirement years could be closer than you think.

INSURANCE

Protecting what you have is the first step to securing your financial future. See how insurance is an important part of your plan.

INVESTMENT SERVICES

We'll help you navigate investment options and come up with a strategy that helps your money work harder for you.

COLLEGE SAVINGS

When it comes to your dreams of your little one graduating from college debt-free, we can help.

PRIVATE CLIENT SERVICES

We offer advisory and investment services, and personal portfolio management for high-net-worth individuals.

ESTATE PLANNING

Help protect the lifestyle you've built for your family, and the legacy you leave behind.*

LONG-TERM CARE

Getting older can mean incurring medical costs not usually covered by health insurance. And while talking about long-term care can be tough, we can help get the conversation started.

BUSINESS SERVICES

Work with an advisor who specializes in planning for businesses big and small.


*Financial Representatives do not give legal or tax advice. Taxpayers should seek advice based on their particular circumstances from an independent tax advisor.

Areas of Expertise

Estate Planning
You've worked hard to build your estate over your lifetime. Probably the last thing you want upon your death is your heirs being forced to sell a portion of your estate to pay taxes or debts. Our estate and business planning specialists can assist you with estate, business and executive benefit solutions to protect your assets and help ensure your estate is settled the way you desire.

Financial Planning
Long-term financial security doesn't happen by chance. Many things in life can have an impact - positive or negative - on your financial well-being. I'm here to help you take control of your future. Together we'll identify your most important goals and dreams, and build and implement a financial plan to help you achieve them. And because life is unpredictable, we'll monitor your progress on a regular basis to ensure your plan evolves as your needs and the situation around you changes.

Investment Strategies
Without a coordinated investment strategy, it can be difficult to build an effective investment portfolio that helps meet your financial needs. A Financial Representative, who is a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS) can offer you access to a wide range of investment products and services to develop investment solutions aimed at meeting your financial objectives.

Employee and Executive Benefits Planning
Employee benefits are an important part of the growth of your business. Benefits such as health insurance, pension plans, group life and disability income plans make up the compensation package that helps ensure continued employee satisfaction and well-being within your company. Designing an employee benefit approach can be a complicated, technical and time-consuming matter. Working with a specialist who offers access to comprehensive employee benefit services through local and independently owned companies, provides a number of advantages, including experienced professionals with access to top providers and a wealth of benefit choices tailored to meet your business' ever changing needs.

Career Changers

Changing careers doesn't have to be daunting. Coming from many different backgrounds and occupations, our financial representatives go on to develop successful business practices. With support from a quality organization, it can be an easy transition.

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Looking for a career that allows flexibility and exceptional income potential? Do you want top-notch training, mentorship and resources? Have you been searching for a company that demonstrates a commitment to diversity and giving back to the community?

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#1 in the Financial Services Industry

- Selling Power's "50 Best Companies to Sell for Now." October 2016

Top Ten Internship for 22 Straight Years

- Vault Guide to Internships, 2018 edition

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