Financial Planning for Your Business and Family

Most successful businesses are created with an idea and grown with hard work. But it takes foresight and a comprehensive plan for these businesses to outlive their founders. Working side by side with your attorneys, accountants, and bankers while making sure to keep up to date with any tax or legal changes ensures your personal and business's financial security.

My team of experts and I can help by identifying your financial planning needs, and then addressing those needs with a wide range of insurance and investment solutions to create a personalized plan unique to you.

Group Disability Income Insurance and Group Life Insurance are an effective way to recruit, retain and reward employees. Contact me to discuss the many policy options Northwestern Mutual offers so that we can create the perfect Group Policy to fit your needs. 

 

 

The Northwestern Mutual Way 

The ambition of The Northwestern has been less to be large than safe; its aim is to rank first in benefits to policyowners rather than first in size. Valuing quality above quantity, it has preferred to secure its business under certain salutary restrictions and limitations rather than to write a much larger business at the possible sacrifice of those valuable points which have made The Northwestern pre-eminently the policyowner’s Company.
EXECUTIVE COMMITTEE – 1888
 
 
 
 

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.

Steven D Walker

Steven D Walker, CLU®, ChFC®

Financial Advisor

121 Clinton St
Defiance, OH 43512-2109
  • Office 419-784-2836

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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.