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, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.