Scott R Sweet, J.D., CLU®, CFP®, ChFC®, RICP®

Wealth Management Advisor

"Strategic Wealth & Benefits Planning For the Expected and the Unexpected"

Our Mission

The Sweet team partners with families and businesses developing your customized financial plan.  We then implement world-class investment and insurance solutions with continued strategic brainstorming on your behalf as we work together through the years. We believe everyone deserves the peace of mind realized through lifelong financial security, and it is our mission to offer that at the highest level of ongoing customer service and product quality.

The Planning Process... How We Partner With You

We’ll begin by identifying your goals and making sure we understand what’s important to you, both today and in the future.

Based on our confidential conversations, we’ll build a FREE customized Financial plan that will have recommendations on how best to achieve your financial goals. Together, we’ll implement your strategy and bring it to life with our world-class solutions.

Just as life changes, so will your plan. We’ll meet regularly to help ensure that as your needs evolve so will your financial plan.

The Fed Lowers Interest Rates Again

Here’s our take on the Fed’s decision to lower its key interest rate by a quarter point. Read more.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

5 Ways to Improve Your Finances in October

October is a great month to throw on a sweater, grab a latte and take a deep dive into your financial plan. Read more.

 

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