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.

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, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

What to Know About Buying a Home in Today’s Market

Today’s housing market has been on a bit of a roller coaster. Here are some things to consider if you’re thinking about buying. Read more here.

9 Types of Retirement Accounts You Should Know

Saving for your golden years is a key part of your overall financial strategy. Read more here.

What to Discuss Before You Combine Finances After Marriage

Open communication is key to understanding the best way to combine your finances. Read more here.


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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.