First, we help you assess your financial situation by taking into account your cash flow, assets & liabilities, employer benefits and any prior planning.
Second, we help you define your vision – what do you want & where do you want to go in the next 5, 10, or 30 years? Clarifying and documenting your ideals for the future helps us “start with the end in mind” as we help you design a strategic yet realistic path to your goals.
Third, we help you build a plan to connect where you are today with your desired financial future and begin taking practical and efficient steps toward your goals.
Finally, since the link between good plans and good results is consistent action over time, we regularly meet to help you take the right actions at the right time as you progress toward your financial goals. As circumstances & life stages change, we provide trusted financial advice to help you adapt your plan for sustainable long term success
Do you have more questions? Let us help!
Make an appointment to meet with an Advisor and start the process. Whether you’re a new or an established client, we’re here to assist you in obtaining your goals. In the meantime, here are some informative videos that might help.
"Trail & Swift Financial at Northwestern Mutual has been my personal and business confidant for decades now: skilled at providing options, evaluating risks, and recommending investments appropriate for my business and my family."
Travis Wambeke
CEO, GeoProfessional Innovation | Client
"With our busy schedules it is imperative to have someone we trust looking after our investments. The Trail & Swift Financial team at Northwestern Mutual has been very responsive and has gone over and above to make sure our financial interests are taken care of. From establishing retirement accounts and monitoring investments to advising us on disability and life insurance, we so appreciate having them looking out for us."
Sean and Susan Wilson
Northwestern Mutual Clients
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.