My mission is to help clients develop a roadmap to achieve financial security.  This is accomplished through comprehensive planning, exceptional products and services, and excellent communication and decision making processes.  Our approach to financial security seeks first to understand a client's vision, values and goals prior to deploying strategies, tactics and tools.

 

Our competitive advantage is the ability to help clients gain clarity, purpose and confidence in their financial decisions. A flexible framework of analytical modeling is applied to a client's goals, facilitating the decision making process.  This approach is most appreciated by project- and process-oriented decision makers, such as executives, accountants, managers, consultants and business owners, who desire the same level of rigorous financial detail and follow-through in their personal planning as in their professional vocation.

Dustin J Kindl, CFP®

Wealth Management Advisor

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

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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