Helping Create Your Financial Plan

The process of achieving financial security – the confidence that comes from taking action today to provide for tomorrow – is different for each of us. Often, the first step is to establish a relationship with someone who takes the time to learn about your values, understand your dreams and help you create a personal financial plan that will evolve with you over time.  

I work with my clients to ensure they have well thought out objectives, clear action steps, and a realistic timetable to achieve their financial goals and protect the people and things they care about most.

 

Northwestern Mutual Value Proposition

  • Highest possible rating from all four major rating agenices: A.M. Best, Fitch, Moody's, and Stand and Poor's
  • Ranked 1st in Fortune for more than 20 years (rankings are based on innovation, professional talent, long-term investment value, quality of products/services, financial soundnesss, use of corporate assets, quality of management, social repsonsibility and global business accumen)
  • Mutual company owned by its policyowners who share in the results of the company's performance
  • Intergrated Financial Planning firm that combines world class insurance products and services and flexible, high quality investment strategies

 

Spend Your Life Living

Growing families like mine create all kinds of financial challenges like saving for college to adding a new home addition. At Northwestern Mutual we have the products and services to create a solid financial plan for the future including your retirement, while you Spend Your Life Living.

 

Peter Baines, CLTC®

Financial Advisor

Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

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.

 

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