Comprehensive Financial Planning

Long-term financial success doesn't happen by chance. Each area of your financial life can have an impact–positive or negative–on your other goals. Understanding these interrelationships is important as you deal with ongoing economic issues.

Financial planning is a life-long process that assists you and your family in taking control of your financial future. By setting financial goals, developing strategies, and monitoring the progress on a regular basis, the likelihood of achieving financial security is greatly increased.

As a Wealth Management Advisor, Michael (Mike) Waxberg and his team have the knowledge and expertise to help you discover your core values and design a plan to help you achieve your goals. To develop your plan, they will take the time to learn what's important to you. Where have you been? Where are you now? And where do you hope to go? In this way, they put you—not your wealth—at the center of the process.


Resources for Attorneys

  • Stay informed with our latest Market Commentaries.
  • Take advantage of Northwestern Mutual's Advanced Planning Library.

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool designed for use by attorneys, CPAs, trust officers, law school professors, business school professors, actuarial consultants, planned giving-charitable organizations, and retirement plan consultants. This Web site contains materials covering topics such as estate, business, charitable, retirement and insurance planning produced by both attorneys in the Advanced Planning Division of Northwestern Mutual and outside professionals.


Resources for Business Owners and Entrepreneurs

Mike and his team work with business owners to take advantage of unique investment opportunities at each stage of their business, from Business Start-Up to Business Growth to Business Maturity to Business Transfer. Taking into account everything you'll need to start, grow, expand and transfer your business all while understanding the impacts to your personal financial plan.

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Michael A Waxberg, CLU®, ChFC®, CFP®

Wealth Management Advisor

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

How do you know what investments are right for you?

Learn five critical questions you need to answer to build the right strategy for your financial plan.

 

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