A Message from Neil Fortwendel

Nearly everyone seems to have purchased a financial product at some point in their life, but few have worked with someone to build an actual financial plan.  At our office, we'll help you build a customized financial plan, specific to your goals and objectives.

Neil is a Certified Financial Planner (CFP®) Professional.  Most people think that all financial planners are "certified", but this isn't true.  Just about anyone can use the title "financial planner".  Only those who have fulfilled the CFP® Board's rigorous requirements can call themselves a CFP® professional. 

CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest.  What's more, as a CFP® professional, Neil acquired several years of experience related to delivering financial planning services to clients and passed the comprehensive CFP® Certifcation Exam before receiving this accreditation. 

Financial planning is a dynamic process.  Your goals may evolve over the years due to shifts in your lifestyle or circumstances.  You should feel confident knowing that with a CFP® professional, you're working with someone committed to providing the highest standard of financial planning.  

Our team realizes that life never goes as planned, and that's okay.  That's why we're here to help you plan and prepare for the best...and worst scenarios.

 

 

 

My Mission

"Helping business and personal clients create intentional lifestyles through proactive planning"

 

 


Planning for Financial Security with Northwestern Mutual

Watch this short video to learn how Northwestern Mutual’s comprehensive approach to personalized financial planning can help you achieve the future you envision.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Neil J Fortwendel, CFP®

Financial Advisor

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