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.
Financial Planning
When you plan with us, you’ll have an experienced advisor leading a dedicated team with a diverse range of financial expertise.
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Retirement Planning
No matter what you see yourself doing, the places you picture yourself exploring, or when you want to start doing them, we’ll create the right plan to help you retire the way you want.
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Business Planning
Your business reflects you, so it takes personalized business planning to help you grow and protect the value you’ve built in your business.
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Risk Management Solutions
When your financial plan has wealth protection and risk management built in, you and your loved ones can worry less and live more.
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Investment Solutions
Our long-term approach to investing and wide range of options can help meet your unique financial needs—giving you the edge you and your family need to enjoy your wealth today, and for generations to come.
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Employee Benefits Planning
Give your business a competitive edge with a strong benefits package. Our team will work with you to design a competitive suite of benefits that will help attract and retain top talent.
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Disability Income Planning
Help protect your earning power and keep your goals on track if an unexpected injury or illness prevents you from working.
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Generational Planning
For many parents, their top priority is making sure their children (or grandchildren) are set up for success.
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Business Succession Planning
Make sure the business that you’ve worked hard building will continue to move forward once you’ve decided to step back.
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Charitable Giving
Now more than ever, people are putting their money where their values are. As part of your financial plan, charitable giving can help support the causes and organizations that are important to you, while maximizing tax efficiencies.
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