Clinton Financial Group

Our team brings insight from over 90 years of collective financial planning experience combined with 160 years of strength and capabilities of Northwestern Mutual that affords our clients access to local expertise combined with world-class insurance and investment solutions.

Our Mission

Our team helps successful people in our community to live their lives fully and confidently through the power of planning.  We are excited to deliver our decades of combined knowledge to our clients so that they can align their beliefs and values with their actions in confidence.

We believe...

that everyone has the right to work with smart, caring professionals that can help them to define and realize their best possible life.
 
that there is a true void in our marketplace where successful individuals and families can get advice on the best  way to achieve the life they imaged.
 
in creating a customized client  experience by digging deep and taking time to truly listen to our clients’ values and needs.

a comprehensive written financial plan guides educated and efficient decisions.

in working with our clients to create sustainable prosperity for this and future generations. 

in intergenerational planning through proper  estate strategies and building relationships with our clients’ parents and children.

in using professionally-created, objectively researched investment portfolios.

in benchmarking investment decisions to the needs of our client’s financial plan over performing to an index.

in treating you with care, integrity and courtesy.

 
Wealth Optimization graphic
Copyright 2016 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.

What’s in the Final Senate Tax Bill, And What Could Still Change?

See the differences between the Senate tax plan and the bill that passed the House. Read more.

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

See Your Complete Financial Picture

Review your policies, go paperless, pay your premiums and aggregate your credit cards and accounts. Get access now.

 

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