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.

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.

How One Couple Built Their Dream Backyard

One couple saw a property flaw as the chance to create the backyard of their dreams. Read more.

5 Must-Do’s When Saving For Retirement

Learn if you're saving enough and in the right places to meet your retirement goals. Download now.

 

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