team photo

Our Financial Planning Approach

Our team is focused on helping you create financial security. This means something different to each individual or family because it’s specific to what matters most to you and what is going on in your world. Our role is to guide your actions to be in sync with your financial intentions.

We have found that there are two primary reasons why many people's action are not in sync with their financial intentions:

  • The first is that most people are very busy. The urgent most often will take precedent before the important. Because of this, many people feel a lingering stress over their finances. Our role is to pull you off that treadmill of life for an hour every quarter or every year depending on your situation to make sure you are working to achieve your financial goals so you can get back to what you do best.  

  • The second reason is most people, if they’re honest, just say, “I just don’t know what I don’t know.” Our team has dedicated our professional careers to being the experts in all areas of planning- investments, insurance, tax planning, retirement planning, retirement distribution planning, estate planning and employee benefits so we can give you the expertise to make the best decisions possible

Nick Shultz, CFP®, RICP®, ChFC®, CLTC®

Wealth Management Advisor

If you dream it, we’ll help you live it.

See how our version of financial planning can help you live your dreams today. Learn more.

We’re happy we make you happy.

Our clients rated us #1 in Customer Satisfaction among All Individual Life Insurance Providers. For J.D. Power 2019 award information, visit jdpower.com/awards.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

 

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