OUR MISSION is to help families and businesses gain clarity over their financial future.

Team

A Message from Douglas Benson Jr. CFP®, CLU®, ChFC®, RICP®

"As a Wealth Management Advisor backed by a team with over five decades of experience in the industry, it is our mission to help clients attain financial security for their families and businesses. Our firm is committed to providing expert guidance and innovative solutions as clients are making some of the most important planning decisions of their lives. We thoroughly enjoy the relationships we have been able to cultivate with clients and their families, and we strive to serve them with the utmost integrity." 

 

Our team is award winning

Douglas Benson has been recognized by Forbes as one of the top financial security professionals in the country. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.

Forbes Top Financial Security Professionals 2021

We will become an advocate for YOUR VISION, helping to organize your financial life and identify the necessary actions that will make your vision a REALITY.

As your financial PARTNER, we will down your path TOGETHER, taking on both the challenges and the opportunities that are inevitable in this changing world.

 

The Process

We place you (the client) at the center of our Wealth Management and Retirement Income planning process and build a customized plan based on your unique goals and circumstances. We insist on understanding all facets of your financial plan before making any specific recommendations and will work in conjunction with other members of your team (CPA, Attorney, Banker, etc.) to insure your plan is executed appropriately.

 

Manage Your Finances Online - Personal Insurance & Investment Updates

Have you taken a look our client website recently? Log in or create an account today to view the new streamlined look, review your policies and accounts, sign up to go paperless, pay your personal insurance premiums, manage your information, aggregate your accounts and more!


 

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.

Our Better Money Habits From COVID Are Slipping: Here’s What to Do About It

We help clients with these topics every day. Read more here.

How to Teach Children to Build Healthy Money and Credit Habits

Starting these types of money lessons early can help them establish a solid financial foundation. Read more here.

What Do Mortgage Lenders Look for in a Borrower?

If buying a home is on your list of goals, it helps to know what makes you attractive to a lender. Here are a few key factors.

 

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.