KF. WEALTH MANAGEMENT

People's lives are busy, and we take on the "CEO" role for our client's financial matters: Estate planning, Investment planning, charitable giving, tax efficient strategies, etc. Over the years, our experienced team has found that the more we can be our clients' sounding board and help them with this role, the less stress they have around their total plan... Our client's professions vary. However, the majority of who we serve, are those nearing retirement, family business owners, and medical/dental professionals... Some companies only focus on insurance. Others just on investment strategies. With Northwestern Mutual, you'll partner with an advisor who will look at your financial big picture. Our integrated approach helps you build an achievable, flexible financial plan with the right mix of insurance products and investment strategies to help get you to your goals.

Primary location: Janesville United States