Personal wealth accumulation is accomplished through strategic diversification uniquely tailored to achieve your goals.  My team of experts specialize in working with leaders – focusing on some specific areas of planning that they find particularly interesting and relevant in 2018 and 2019. 

I, along with my team, work with clients’ individual needs to minimize the impact of taxes using an efficiently-designed, well-structured strategy customized to meet their goals.  Through strategic thinking and brainstorming, we develop new plans and/or enhance existing plans to ensure an enjoyable and comfortable retirement.

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.

Stephanie E Baker, CFP®, CLU®, ChFC®

Financial Representative

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.

See Your Complete Financial Picture

Review your policies, go paperless, pay your premiums and aggregate your credit cards and accounts. Get access now.

 

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