Financial independence is often a major objective in each of our lives. You try to make the best decisions for those you care about, but the wrong financial decision can often undermine the best of intentions. Achieving financial independence takes more than creating a plan. There is an action to take in order to achieve the vision you create. Together, we will create a timeline to help address your needs and execute the steps necessary to prepare for whatever life brings.
Investing for Your Future
With more ways to invest than ever before, it can be hard to make sure your money is working its hardest for you. While most companies focus on individual transactions, we look at your bigger financial picture. Then, if appropriate we'll recommend a mix of investments, and can manage them over time, to help you get to your goals. This video illustrates why it's so important to spread investments across various asset classes.
Focus on Retirement
We’re living longer than ever—and that means retirement will last longer as well. To help ensure you have the lifestyle you want in the future, it’s important to develop a sound retirement plan today to make the most of your savings for tomorrow.
We work with our clients in every phase of retirement planning.
You’ll spend decades saving for retirement, but the ability to live the life you envision when you’re actually in retirement takes more than setting aside a certain amount of money. What steps can you take to help ensure your money lasts long enough? Watch this video to learn the six most common risks that can impact your financial security in retirement.
Guidance for Business Owners
For Your Business's Key Employees
Part of attracting and retaining the best executive talent involves offering a comprehensive benefits package. Executive Benefit solutions are designed to Recruit, Retain, Reward, and Motivate key employees using innovative funding solutions.
Succession Planning
We help companies establish Business Continuation and Succession strategies, while also addressing the design, financing, and implementation of executive retirement plans and related benefits. We consult with many types of businesses, from publicly traded companies to small, medium, and large privately held firms.
With a focused expertise on the business owner, we can provide guidance for any of your business issues:
No matter where your business is within its life cycle, Northwestern Mutual recognizes that the goals you have for your business and personal life are intertwined. Watch this video to learn how our integrated approach to financial planning can help manage the full scope of your needs and goals at every stage.
Physicians Nationwide
Jimmy Cusimano is a member of Physicians Nationwide Financial and Insurance Services. Physicians Nationwide is a group of qualified and experienced Northwestern Mutual Financial Representatives who specialize in serving the unique financial needs of physicians.
The Northwestern Mutual Difference
We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.
- Best Life Insurance Company ranked by NerdWallet, April 2019 1
- Highest financial strength ratings of any life insurer from all four major rating agencies2
- Top 10 U.S. Independent Investment Broker-Dealers3
2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.
3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.
