Plan for the Future with Foresight
Take a moment and imagine your financial future. What does it look like? How will you get there? Is it a future by design or a future by default? Do you want to plan for it on your own, or would you benefit from having an independent advisor?
When you and your family work with us, we take the time to help you picture your goals, articulate what is most important to you, and get to learn about what you truly want an why. We then create a plan based on your vision, values, and goals. We reverse engineer that plan, conservatively, back to today and help you gain clarity on your next steps in your plan based on your goals.
As your trusted avisor, we will walk along side you and guide you on your way to financial security. We look forward to helping you and your family meet and exceed your goals.
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Business Planning Solutions
We believe that successful small businesses effectively link their planning strategies with the income and estate planning goals of their owners and key executives. A business that ignores these considerations may open itself to problems that threaten continued growth and, ultimately, survival. Two critical business challenges are offering benefits that serve as incentives to key employees – both within and outside the ownership group – and providing for a smooth succession by funding buy-sell agreements. These strategies help ensure that business owners and executives are able to pass along the maximum level of assets to their heirs at the least tax cost.
Items to consider addressing in a business plan may include:
As your financial issues evolve, Kurt and his team will be there to help you resolve them. Together, we will find the solutions to help you complete your financial picture.
Kurt Bogseth Recently Featured on Forbes.com
See Kurt's insight about the value of annuities in this article on Forbes.com.
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.
