My Mission

The best mission statements are simple and clear. Mine is to help my clients manage financial risk and achieve financial security through a combination of expert guidance and financial solutions. I am guided in my work by a belief that I will always put the interest of my client’s first and do what is right all of time.

Expert Guidance and Innovative Solutions

Realizing financial security takes more than sound planning, it also takes prudent execution. Certainly, having a plan that is aligned with your financial life stage and future goals is essential. But at the end of the day, it’s about getting things done and our team can help.

Together, we will clarify your unique financial goals and identify the concrete action steps necessary to help protect you and your family for whatever life brings. I will also help you implement your strategy for achieving a financially secure future for you and your family.

In our special relationship with Northwestern Mutual, we are independent  yet we have exclusive access to some of the most specialized financial expertise in the country. We strive to provide our clients with high quality risk management and investment solutions from a wide variety of organizations and firms in addition to Northwestern Mutual if warranted.

Helping my clients to achieve financial security with an appropriate mix of expert guidance and innovative product solutions is a very personal matter. My commitment to you is to call on the full capabilities of financial and investment resources, including trust services, and  drawing upon my own skills and the expertise of qualified specialists to help you meet your personal financial and business goals.

Along the way, my hope is that we establish a trusting relationship, one that will endure and grow as your life changes and your financial needs evolve.

Michael J McNeil, CLU®, ChFC®, CASL®

Wealth Management Advisor

Here’s How Tax Brackets Work

Tax brackets can be confusing but we can help explain how you can use them to estimate your tax bill. Read more here.

Steps for Financial Planning Throughout Your Life

Anyone can benefit from a mapping out a financial roadmap that shows you how to reach your financial goals. Read more here.

How Much Money Do You Need to Live Comfortably in Retirement?

The answer is different for everyone so your plan should focus on setting up the income you’ll need. Read more here.

 

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