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

Wealth Management Advisor

 

OUR MISSION:

As a strategic financial partner the Sweet team exists to serve you, your family and/or your business.

OUR VALUE:

We positively impact our clients lives.  Whether it's for your personal or business needs, the Sweet team partners with you to develop a customized plan, brainstorm ideas to help you, implement solutions for our clients, and provide ongoing monitoring and review with concierge level service.

Guidance for Business Owners

With a focused expertise on the business owner, we can provide guidance for any stage of your business:

 

Focus on Retirement Planning

We’re living longer than ever—and that means retirement will last longer as well. To help ensure you have the lifestyle you want in the future, it’s important to develop a sound retirement plan today to make the most of your savings for tomorrow.

We work with our clients in every phase of retirement planning:

Saving for Retirement

Approaching Retirement

Living in Retirement

 

Largest Dividend Payout In Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history. Read more.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

Getting To and Through Retirement

The strategies you use to get to retirement are not the same strategies you'll need to make sure your money lasts through retirement. Watch this short video to learn why.

 

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