Welcome from Alex Felipe Klein

Most people spend more time planning a vacation than they do their financial future, that is why our financial planning process is simple yet powerful. 

We focus on providing Financial Security through a holistic and personalized approach to each of our clients based on their specific needs.  Financial Security is the confidence that comes from taking action today to provide for tomorrow.  It includes thoughtful and informed decisions, setting goals, accumulating resources, addressing risks, implementing lifetime income strategies and revisiting your plan as your life unfolds.  It requires a process that is disciplined- but personalized and flexible to adapt to life’s changes over time.  Working together, we can help you make educated, strategic decisions to implement your personalized financial plan.

Planning the Northwestern Mutual Way:

  • Starts with a clear understanding of your financial situation and goals,
  • Is made tangible through a written financial plan,
  • Provides solutions that fit within the your budget, and
  • Is continually updated as the client's life progresses.

At its core is our commitment to do what is right for you by providing objective advice, insight, and guidance to become financially secure.

My Mission

To create trusting relationships with individuals, families, and business owners.  Providing them with sound financial advice, holistic and comprehensive financial planning, through innovative solutions and personal commitment.

- Alex F. Klein

Alex Felipe Klein

Growth and Development Director

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