Guidance | Wealth & Risk Management | Legacy Planning

Successful financial planning doesn’t happen by chance; it is the product of sound decision-making. Let the Wealth Management Practices of Michael Polan & Kevin Olson guide those decisions so that you can have greater confidence in your future. Combined, we have over 100 years of field experience that allows us to provide integrated planning with personalized service to simplify your financial life.

Plan Team photo

Helping Clients Retire With Confidence Since 1990.

 


 


Retire Confidently

Our Mission is to help our clients create a lifetime of financial security and establish a legacy of significance. We know that you have worked hard to accumulate your assets, and we work hard to develop a plan that is focused on growing and preserving your financial freedoms.


Engage in the Planning Process

Financial planning is personal. Our discovery process will help to crystalize your vision for the future. We take time getting to know your dreams and desires; as well as your interests and priorities.

We build an integrated, comprehensive financial plan that is a custom fit for you & your family. Our clients trust our process because they know we have helped others navigate down similar paths. 

Being a trusted guide allows us to be at the center of our clients’ financial lives.

We pride ourselves in:

  • Listening to and understanding your goals and priorities

  • Creating an integrated, comprehensive financial plan

  • Leveraging our expertise & experience

  • Using objective strategies to minimize risk

  • Providing proactive portfolio management

  • Building a relationship with your entire family

  • Serving our clients throughout every stage of life

Learn more about Mike and his team.


Leverage Our Education & Expertise

We leverage our team’s formal education, training, and over 100 years of collective field experience when creating a customized financial roadmap. We want our clients to feel secure with their plan – and to understand why certain components of the plan have been put into place. We encourage families to openly discuss their financial planning so that wisdom can be passed down to empower future generations.

Some of our credentials, registrations and licenses include:

We stay relevant by keeping up-to-date with industry trends, markets, information and regulations. We can help you stay current as well.

You can read our Weekly Market & Economic Commentary here. Or, click here to receive our News Brief monthly financial security information updates, Wealth & Planning quarterly publication, or Market Commentary real-time analysis of economic indicators and world events that impact the financial markets. 

Learn more about our areas of expertise.


Access Our Innovative Digital Experience

Our clients can aggregate their financial accounts for a holistic view of their financial fitness. Download our Northwestern Mutual app onto your smartphone or log into your client account here.

Michael E Polan, CFP®, CLU®, ChFC®

Wealth Management Advisor

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

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The Dow is reaching record heights, but is there growth left? Should investors be ready for a downturn? Our experts weigh in on how likely it is that investors will see growth and what causes markets to change course.

Celebrating 160 Years

Chairman and CEO John Schlifske shares his thoughts on Northwestern Mutual’s rich and eventful history and where we are going in the future while keeping the most important thing in mind … you, our clients.

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