Team

Helping Create Your Financial Plan

Each of us have a different vision of what it means to be financially secure. Those visions often change throughout our lives with new careers, children, or entering retirement. We work with our clients to help them reach their financial goals by creating strategic, unique, and flexible financial plans to protect the people and things they care about most.

We believe in planning with the end in mind, whether that end be kids' education, retirement, charitable giving, or leaving a legacy. To do that, our team takes time to listen and understand what our clients want to achieve, and the time frame they want to achieve it in. Once we have a good understanding of our client's objectives, our team reverse engineers a financial plan to accomplish those objectives.

With sound financial planning and education, we help our clients make well-informed decisions and hope to establish trusting and long lasting relationships. We look forward to helping you create a personalized financial plan that is deeply rooted in your beliefs, addresses your hopes for the future, and evolves with you and your family over time.

Let us help you ensure your financial future is all you want it to be!

What We Do

Our team is award winning

Mike Sedjo has been recognized by Forbes as one of the top financial security professionals in the country. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.

Forbes Top Financial Security Professionals 2021

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.