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.

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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.


Levi L. Swenson, MBA, CLTC®
Financial Representative


Swenson Financial

Here’s How Tax Brackets Work

Tax brackets can be confusing but we can help explain how you can use them to estimate your tax bill. Read more here.

Steps for Financial Planning Throughout Your Life

Anyone can benefit from a mapping out a financial roadmap that shows you how to reach your financial goals. Read more here.

How Much Money Do You Need to Live Comfortably in Retirement?

The answer is different for everyone so your plan should focus on setting up the income you’ll need. Read more here.

 

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