Our Mission

Our mission is to help you gain a clear path towards an amazing financial future.

We will become an advocate for YOUR VISION, helping to organize your financial life and identify the necessary actions that will make your vision a REALITY.

As your financial PARTNER, we will walk down your path TOGETHER, taking on both the challenges and the opportunities that are inevitable in this changing world.


Planning for Financial Security with Northwestern Mutual

Watch this short video to learn how Northwestern Mutual's comprehensive approach to personalized financial planning can help you achieve the future you envision. 


5 Ways to Make Your Money Work for You

Whether you have a little or lot, managing money brings a lifetime of choices. Northwestern Mutual and Levi Swenson can provide you with planning tools and guidance to get set for success. As you plan your next steps, focus here.


 

Levi L. Swenson, MBA, CLTC®

Financial Representative

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