Our Mission

Our mission is to establish a dynamic experience for our clients where we focus on their vision, values, and goals then execute on a well thought out plan to make those dreams come true.      

 

 


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. 


Planning for Dentists and Physicians

Here are questions we strive to answer:

You are through school or residency - now what?

What is the best income protection plan for me?

How are you balancing student loan payments vs saving for future?

I'm maxing out my current retirement plan, where else can I save in a tax advantaged way?

To set up a consult or for more information select the "Contact Me" Icon on this page.

 


Planning for Business Owners

Here are questions we strive to answer:

What additional incentives can I put in place to attract and retain key talent in this competitive marketplace?

My benefits have been in place for awhile - is it time to get a second opinion?

How am I setting myself up for success to transition/sell my business in the future?

So much of my time is devoted to my business, are there any blind spots in my personal financial plan I should be thinking about?

To set up a consult or for more information select the "Contact Me" Icon on this page.

 


If you have Stock Options...

Here are the questions we strive to answer:

How can I use these options as part of my personal financial plan?

My company stock has been doing well - how do I know when to sell?

What is the best way to transition out of my company stock over time?

To set up a consult or for more information select the "Contact Me" Icon on this page.

 

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.

Alex Thomas Fitch

Financial Representative

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

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