Greater Horizon Financial Group

Team photo

Let’s Plan What’s Next for You

We're all going through something different, but we're wondering the same thing: “What's my next step?” The Greater Horizonal Financial Group is here to show you—with a well, thought-out financial strategy so your money can work its hardest for you.

We start by getting to know you.
We know when clients come to us it’s often for a new beginning or hope for a better future. That’s why we start by asking tough questions in order to get to the heart of your goals, vision and values.

We bring our best to the table.
With over 30 years of experience in the industry and countless professional certifications – our team is committed to bringing the latest strategies and knowledge to the table when we plan with you.

You get the best of everything.
We have access to Northwestern Mutual’s world-class solutions and partner with experts and advisors in specific fields such as: accounting, law and employee benefits to round out your overall plan. We create comprehensive financial plans that include both offensive and defensive components – and recommend strategies and products that will help you achieve your long- and short-term goals.

You get a life-long partner.
We walk alongside our clients through life and adjust the plan during life changes and transitions. We also hold our clients accountable to their goals with check-ins and planning meetings.

When you look back – at the end of your life – we want you to agree that hiring us was one of the best decisions you’ve ever made for your financial security needs.

If you dream it, we’ll help you live it.

Let’s make this the year we turn your dreams into plans. Get started.

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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