Helping Create Your Financial Plan

Each of us have a different vision of what it means to be financially secure. Those visions often change throughout our lives with new careers, children, or entering retirement. We work with our clients to help them reach their financial goals by creating strategic, unique, and flexible financial plans to protect the people and things they care about most.

We believe in planning with the end in mind, whether that end be kids' education, retirement, charitable giving, or leaving a legacy. To do that our team takes the time to listen and understand what our clients want to achieve, and the time frame they want to achieve it in. Once we have a good understanding of our client's objectives, our team reverse engineers a financial plan to accomplish those objectives.

With sound financial planning and education, we help our clients make well-informed decisions and hope to establish trusting and long lasting relationships. We look forward to helping you create a personalized financial plan that is deeply rooted in your beliefs, addresses your hopes for the future, and evolves with you and your family over time.

Let us help you ensure your financial future is all you want it to be!

Michael Glenn Sedjo, CFP®

Wealth Management Advisor

Largest Dividend Payout In Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history. Read more.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

A Guide To Your Finances In Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how.


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