Our Mission Statement…

 

Delivering a Premier Wealth Management Experience

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement.  I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future.

But achieving financial security takes more than creating a comprehensive plan; you also have to take action on your plan, and evaluate and adjust it over time.  Together, we’ll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings.

Our Guiding Principles

  • To first seek and understand our client’s goals and objectives.

  • To be lifelong learners and provide expert guidance.

  • To create an extraordinary service experience that is guided by a customized client roadmap.

  • To monitor our clients plan on an ongoing basis to help them achieve financial security over their lifetime.

 

Edward T Gurka III, CFP®, CLTC®

Managing Director

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

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.

 

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