“Help One. Help Many”

It may seem odd to see “Help One, Help Many” in terms of financial planning.  In most situations, a professional, business owner, or family would be interested in discussing financial planning to meet their individual goals. But what most do not understand is that when you properly plan, you are not only helping yourself but helping others in your family and community. We truly believe that knowledge is power.

Our practice is built on a foundation of helping as many as we can through planning and education. (To learn more about the inspiration behind this, click here.)  We believe in helping clients and community through:

  • Customized financial plans that allow a family or individual a concise, easy to understand roadmap of how they can accomplish their financial goals.
  • Digital integration, online tools, and resources to ensure access to your plan and our team when you need it most.  
  • Mentoring and educating others on financial literacy through one-on-one consultations, community involvement, speaking engagements, and more. (To learn more about the educational sessions we provide to groups across our community, click here)
  • Creating lasting legacies that families can pass on to their children, grandchildren, and great-grandchildren.

Our accomplishments are shown through the milestones and victories of our clients and over the past 14 years, we have seen some great ones! Watching a young couple buy their dream home they have been saving so long for. Providing married couples with the sense of security to allow them to have the big family they have always dreamed of. Helping a single mom pay off more than $30,000 of debt in one year.

It has been an amazing journey, and one we would love to share with you as well.

In addition to helping families and individuals with financial planning, Rob King provides expertise in retirement income planning,  long term care, business planning, disability income planning, life insurance planning, and education funding.

The Importance of Planning for the Cost of Long-Term Care

This is an important planning consideration that we often cover with clients. Read more here.

What Is Earnest Money When Buying a House?

Earnest money can be a key part of the homebuying process. Here’s what you should know. Read more here.

Should You Pay Off Debt or Start Investing? Ask Yourself These Questions

With the right financial strategy, you may be able to do both. Read more here.


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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.