Mission

We build enduring relationships with our clients by faithfully serving them with integrity, and through a well-crafted financial planning process, empower and propel them to fulfill their life vision. 

Our desire, is to care more about our clients than anyone in the world other than their immediate family.  From that persepctive, we guide them through planning. 

Financial Security Planning

None of us can predict the future.  The best we can do is prepare for it – with a plan that anticipates the risks we are likely to face, prepares us for the challenges we need to overcome, and identifies the opportunities we need to seize. Your path to financial security starts with a comprehensive plan that outlines a clear path to achieving success.  I can help you create a plan based on your values that addresses your dreams for the future.

Matthew P Kubicek, CLU®, CFP®, RICP®

Wealth Management 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.

Plan for the Success of Your Business

We recognize that the goals you have for your business and personal life are intertwined. Learn how our integrated approach to financial planning can help manage the full scope of your needs and goals at every stage.
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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck