Most successful people think about financial planning, but few have taken the time to do something about it. Perhaps they had an existing money manager, but one without the expertise or means to provide in-depth planning. This lack of structured financial guidance can lead to tax inefficiencies, inadequate asset allocation, ineffective distribution strategies, and incomplete estate planning. As a result, we have seen powerful results independently advising clients and helping them avoid these inefficiencies.

Northwestern Mutual, a Fortune 100, 160-year old company with an unsurpassed reputation for “doing the right thing,” offers comprehensive, custom financial planning that provides clarity and peace-of-mind to professionals, executives, business owners, and those already in or preparing for retirement.

Ulises Ruelas
Financial Advisor


Planning for Financial Security with Northwestern Mutual

Building a secure financial future is like building a custom home: it takes a trusted architect and a solid plan that suits your unique needs. At Northwestern Mutual our unique financial planning process includes:

  • Identifying your goals
  • Developing a personalized plan
  • Implementing your plan
  • Managing and reviewing your plan

Watch this video to find out how a comprehensive, personalized financial plan can help you achieve the future you’re dreaming of.

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The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Ulises Ruelas

Financial Advisor

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.


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