Helping Create Your Financial Plan

The process of achieving financial security – the confidence that comes from taking action today to provide for tomorrow – is different for each of us. Often, the first step is to establish a relationship with someone who takes the time to learn about your values, understand your dreams and help you create a personal financial plan that will evolve with you over time. 

I work with my clients to ensure they have well-thought-out objectives, clear action steps, and a realistic timetable to help them achieve their financial goals and protect the people and things they care about most.

We use quality insurance products and investment services to add to our impeccable level of service to our clients.  We also use a multi-faceted approach to our recommendations, including unbiased analysis agencies to constantly monitor the performance of all securities.

My team of experts and I can help identify your financial planning needs, and address those needs with a comprehensive and practical plan.

Blake A Crousore

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