Mike Polan is a wealth management advisor with the Next Phase Advisory Group.  He is committed to providing clients with guidance that allows them to retire with confidence & have a legacy plan in place.

Clients trust him because he has their best interest in mind and makes recommendations based on a long-term view.  He guides his clients through a process that allows them to crystalize their vision for the future - then creates a plan that helps bring that vision into reality.

Mike joined Northwestern Mutual here in Chicagoland's Western suburbs in 1990.  He graduated from Bradley University in Peoria with a Bachelor of Science in Economics and Finance.  He went on to earn his CERTIFIED FINANCIAL PLANNER™ certification from The American College of Financial Services which is equivalent to 18 semester credit hours earned and requires sitting for & passing a 6-hour exam.  He also holds a Chartered Life Underwriter (CLU®& Chartered Financial Consultant designation and is 6, 7, 63 & 65 registered.  During his financial services career he has earned several awards including the National Quality Award.

Michael E Polan, CFP®, CLU®, ChFC®
Wealth Management Advisor

Next Phase Advisory Group


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