Navigating Financial Planning on Your Terms

Unlike many firms, I ask clients to choose how they want to engage with my team and I. We believe that financial planning is for everyone and no financial planning decision can be made in a vacuum. We believe there is no one-size-fits-all plan; your plan should help you live the life you want on your terms. 

When choosing my team and I, our hope is you will experience: 

Partnership

We're here to provide high-level guidance and expertise throughout your planning journey. How you choose to partner with us today may look different than how you want to partner tomorrow.

Personalization

We value making your plan uniquely yours, for today and tomorrow. We start with what's most important to you and work on your priorities and timeline, not ours.

Simplicity

We believe expertise is more than knowledge; it is helping you navigate the complexities of your life. We will work together to identify solutions and support you along the way.  

 

Below is a video of an interview I gave on the Naperville Community Channel 17 in August of 2016. In this interview, I explain the changing landscape of financial services and how I offer clients a choice in how they want to engage my team and I.

 

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Micky R Wright, CPA, CFP®

Wealth Management Advisor

  • Office 630-786-1720
  • Fax 630-756-4195

The economic recovery and what it means for you. Hear the insights from our leadership.

Watch the video. The leaders of Northwestern Mutual share their insights on the economy, monetary policy, the markets, managing financial risks, and what it all means for your finances. 

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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