There are people in your life that exhibit concern and care for you and your family's welfare.  You are lucky when you find one that can provide that care and blend it with plans and resources for your future.  You would like to trust that your future, your retirement, will provide what is necessary for a continued full life.  You want to ensure that your spouse and children will be taken care of for their future.

In my case, I have been lucky enough to have had Mike Polan and his group looking out for us.  We have had Mike's insight, explanations, recommendations, contacts and follow through for a long period.  He and his team have been both responsive and thorough in planning and monitoring for my retirement.  His insightful recommendations have made my retirement possible and enjoyable. 

I recommend Mike to my family and friends, as I want them to have the security in dealing with a successful individual and program for their future.  My recommendation is simple, use Mike Polan, he has done very well for me.

Dan C. - V.P. Walgreens Supply Chain

My family and I have worked with Mike and his stellar team for over 15 years for our life insurance, investment, and financial/retirement planning needs.  They are extremely professional, knowledgeable, attentive, and responsive.  As a result of working with Mike and his group, we have obtained the right products for our needs, which have changed over the years, and thoughtful advice on investment strategies that has permitted us to sleep well at night despite the extreme market volatility.  Mike has never tried to "sell" us anything; he has always listened carefully to understand our circumstances and has carefully researched what would best meet our current and long-term needs.  He is a highly valued and trusted adviser to us with a great team behind him.

Steven R., Ph.D., ABPP

Based on many years of personal experience, I can attest to Mike's financial knowledge and professionalism. The financial plan that Mike put together for my wife and me was a great source of confidence as I headed into retirement. I know I can count on Mike and his team for prompt and responsive customer service. I would not hesitate to recommend Mike to anyone seeking an outstanding wealth management relationship. 

Paul D., Retired, Chicago Mercantile Exchange


The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

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

Next Phase Advisory Group


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