It Takes Expertise, Experience, and a Plan to Live Confidently Through All Stages of Life.

Confidence and trust are two of the most important feelings to be placed by a client in their financial advisor...and they are not easily earned. There are many paths to choose in determining who to work with on your financial planning, and what products are chosen to implement that plan. Many people spend more time planning vacations than they do their financial future. Like planning a vacation, the key to financial security is to have a direction—a set of goals that will get you where you want go. There will be bumps in the road and those need to be protected against or avoided.

It takes expertise, experience, and a plan to live confidently through all stages of life. Harlan helps you successfully navigate through the process of creating and implementing a comprehensive financial plan for you and your family.

Today's Retirement Planning: Getting To and Through Retirement

Watch this short video to learn why strategies you use to get you to retirement are not the same strategies you'll need to make sure your money lasts through retirement.

Business Succession: 6 Steps to Achieve Your Vision

Regardless of the size or structure of their businesses, all owners leave them someday. Regardless of how near or far that day may be, careful and strategic planning before you leave can help ensure a smooth transition when that time arrives.  

Download this white paper to learn:

  • The pros and cons of your potential business successors.

  • Business transfer strategies that suit your goals and tax needs.

  • How to manage your risk to protect your interests and your succession plan.

Download this guide for additional tips on how to choose a business valuation method that best suits your overall goals.

The Greatest Gift: A Plan for Long-Term Care

One in five Americans is currently providing long-term care to a loved one. This video highlights the physical, emotional and financial toll providing long-term care can take and why it's important to plan in advance for this type of care.

Harlan Lee Satrom, CLTC®

Wealth Management Advisor

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

Unique Approach to Retirement Income Planning

Increase your probability of success in retirement by leveraging our unique retirement income planning approach.

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A Guide To Your Finances In Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how.


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