Our Mission

Our mission is to help you gain a clear path towards an amazing financial future.

We will become an advocate for YOUR VISION, helping to organize your financial life and identify the necessary actions that will make your vision a REALITY.

As your financial PARTNER, we will walk down your path TOGETHER, taking on both the challenges and the opportunities that are inevitable in this changing world.

Signature

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. 


5 Ways to Make Your Money Work for You

Whether you have a little or lot, managing money brings a lifetime of choices. Northwestern Mutual and Levi Swenson can provide you with planning tools and guidance to get set for success. As you plan your next steps, focus here.


What to Know About Buying a Home in Today’s Market

Today’s housing market has been on a bit of a roller coaster. Here are some things to consider if you’re thinking about buying. Read more here.

9 Types of Retirement Accounts You Should Know

Saving for your golden years is a key part of your overall financial strategy. Read more here.

What to Discuss Before You Combine Finances After Marriage

Open communication is key to understanding the best way to combine your finances. Read more here.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.