At B&B Wealth Management Partners, along with Northwestern Mutual, we believe all clients deserve a personalized, comprehensive financial plan to help them live their best life, by choice.

Planning with integrity requires a trusted advisor with Northwestern Mutual’s financial strength and platform.

• As an advisor, we partner with clients every step of the way – helping them make the right financial choices, adjusting things as life changes, and coaching them with a continuous planning approach to help clients stay the course – bridging their today into a vision for tomorrow.
• Northwestern Mutual’s commitment to mutuality, exclusive distribution, superior product values and unparalleled financial strength results in Northwestern Mutual products being predominately the right solution.

Planning begins with a thorough factfinder that builds the client’s plan and establishes the foundation for a trusted enduring relationship.

• We are committed to be outstanding listeners, gathering important facts while making clients feel both heard and understood.
• We educate our clients and answer their questions, helping them understand important financial concepts, opportunities, and risks.

Planning uses a comprehensive approach to develop a plan to help clients protect, grow, enjoy, and distribute their wealth.

• Throughout our relationship with you, we work to continually understand the complete financial picture.
• We are committed to help clients prioritize goals and consider financial security and wealth accumulation needs.
• Protecting income and lifestyle is foundational to financial security during all stages of life and we are passionate and committed to all three: accumulation, distribution, and legacy.
• Our process results in credible recommendations that consider expected cash flows, resources, and all client’s goals.

Planning is actionable, understandable, and on?going.

• As an advisor, we help move clients to action with clear recommendations, guiding which solutions to implement both now and over time bridging their today into a vision for tomorrow.
• Our plan and recommendations will help clients understand their next steps and track progress. Planning is continuous—as life changes, the financial plan changes as well.

Our philosophy stands on a firm foundation of always putting our clients’ interests first as evidenced by our NM 1888 mission statement:

• The ambition of The Northwestern Mutual has been less to be large than to be 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 much larger business at the possible sacrifice of those valuable points which have made The Northwestern Mutual pre-eminently the policyowner’s company.