Financial Security Planning for Your Future
When it comes to planning for financial security, realizing the need to take greater control over your financial life is the first step. Selecting a trusted advisor to partner with is the next.
As your wealth management advisor, I will listen, clarify and help prioritize your goals and aspirations, then develop a formal financial strategy designed to help you achieve your vision. We have the expertise, credentials and resources to best address all of your financial planning needs.
For an overview of our approach for individuals, families and business owners, click on our interactive brochures below.
Individuals and Families
Businesses
Derek specializes in helping individual and corporate clients establish and implement long term financial security planning objectives. Derek, along with his team, is qualified to assist you with:
- Closely Held Business Planning Strategies:
- Qualified Retirement Planning
- Non-Qualified Deferred Compensation Planning
- Group Disability & Life Insurance Planning
- Key Person Disability & Life Insurance Planning
- Buy-sell Structure and Funding
- Bonus Plans
- Exit/Transition Planning
- Financial Planning:
- Survivor Income
- Disability Income
- Education Funding
- Retirement Accumulation
- Retirement Distribution
- Long Term Care Planning
- Asset Management:
- Advisory & Brokerage Investment Services
- Tax Efficient Strategies
- Education Funding
Ask About Our Financial Education Series for Businesses and Key Executives
Derek Peterson, national speaker and financial educator, is available to share his expertise at your upcoming organization, association or company meeting. He can speak on business planning strategies, financial planning and asset management strategies - or customize a presentation topic based on member interest. Connect Now to request information and schedule a session.
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.
