"Strategic Wealth & Benefits Planning For the Expected and the Unexpected"
Our Mission
The Sweet team partners with families and businesses to help them achieve and maintain Financial Security. We develop your customized Financial Plan, 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 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, April 2019 1
- Highest financial strength ratings of any life insurer from all four major rating agencies2
- Top 10 U.S. Independent Investment Broker-Dealers3
2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.
3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.
