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Financial Planning with Northwestern Mutual

Learn about our personalized financial planning process and what you can expect from me when we work together.

Read more in this ebrochure.

See Your Complete Financial Picture

Review your policies, go paperless, pay your premiums and aggregate your credit cards and accounts. Get access now.

Social Security Won’t Be Enough: 6 Reasons to Consider an Income Annuity

Learn how you may be able to save less to meet your retirement income goals, keep up with inflation, and create guaranteed retirement income that never runs out.
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If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Medicare Simplified: Know your Options, Know your Costs

Find out the key considerations and information to help you select the Medicare options that are right for your needs. Download now.

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

Finances in Your 30s: A Start-to-Finish Guide

From saving for your first home to investing in your future. Read more

Money and Marriage A Guide to Combining Finances

How to tackle everything from joint bank accounts to budgeting to taxes. Read more

David M Clausen, CLU®, ChFC®, CFP®

Wealth Management Advisor

  • Office 213-243-7158
  • Office 213-243-7156
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck