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.

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

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Neil J Fortwendel, CFP®

Financial Advisor

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.

 

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