Team photo

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

When it's a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing to work with someone who has the ability and resources to best address those needs is the next.

As your Wealth Management Advisor, I will listen, clarify and help prioritize your goals and aspirations before developing a personalized financial plan designed to help you achieve your vision for the future.

Let me help you ensure your financial future is all you want it to be.

Qualified Plan Benchmarking, Design and Service

We benchmark, design and service qualified plans for cost, performance, design, service, education and compliance. These plans are custom built for physicians and other professional groups to coordinate their 401k, Profit Sharing Plan and Cash Balance Plan.

Guidance for Business Owners

Fiduciary Responsibility

Our advisory program allows us the opportunity to provide our clients a higher standard of care, allowing our clients to be more "hands-off."  In an advisory relationship, we act in a fiduciary capacity by acting in the client's best interest and disclosing potential conflicts of interest.  An advisory relationship provide ongoing investment guidance and advice around portfolio construction, management and asset allocation.

For Your Business's Key Employees

Part of attracting and retaining the best executive talent involves offering a comprehensive benefits package. Executive Benefit solutions are designed to Recruit, Retain, Reward, and Motivate key employees using innovative funding solutions. Contact our team to receive world-class, customized solutions for your business situation.

Succession Planning

Our team helps companies establish Business Continuation and Succession strategies, while also addressing the design, financing, and implementation of executive retirement plans and related benefits. We consult with many types of businesses, from publicly traded companies to small, medium, and large privately held firms.

With a focused expertise on the business owner, we can provide guidance for any of your business issues:

No matter where your business is within its life cycle, Northwestern Mutual recognizes that the goals you have for your business and personal life are intertwined. Watch this video to learn how our integrated approach to financial planning can help manage the full scope of your needs and goals at every stage.

Focus on Retirement

We're living longer than ever—and that means retirement will last longer as well. To help ensure you have the lifestyle you want in the future, it's important to develop a sound retirement plan today to make the most of your savings for tomorrow.

Our team works with his clients in every phase of retirement planning.

You'll spend decades saving for retirement, but the ability to live the life you envision when you're actually in retirement takes more than setting aside a certain amount of money. What steps can you take to help ensure your money lasts long enough? Watch this video to learn the six most common risks that can impact your financial security in retirement.

Estate Planning

Our team understands that Estate Planning is a very personal process that involves both basic and advanced tools. The laws on estate taxes are constantly changing so having a plan is critical.

Michael D Kuhn, CFP®, CLU®, ChFC®

Wealth Management Advisor

Largest Dividend Payout In Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history. Read more.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

See Your Complete Financial Picture

Review your policies, go paperless, pay your premiums and aggregate your credit cards and accounts. Get access now.

 

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