Financial Security Planning

Northwestern Mutual's financial planning process is designed to help you create a lifetime of financial security.  Your financial strategy will be one of a kind, Charles will ensure that it is built on a solid foundation to help you protect against the unexpected, accumulate wealth and preserve what you're working so hard to achieve.  Our process involves:

  • Risk management: Be financially prepared to weather life's storms. Charles will help to ensure you; your family and your income are adequately protected against risk.

  • Wealth accumulation: Make the most of your money. Our financial planning process and investment and advisory services are designed to help you achieve your goals.

  • Wealth preservation and distribution: Ensure your money lasts as long as you live. Charles will help you transition your wealth into predictable income in retirement and leave the legacy you desire.

“We believe that all clients, no matter their age, income, or family status, deserve a custom, life stage appropriate plan. No matter their situation, clients need a plan that answers the questions, “Am I okay?” and “What must I do to reach my vision?” A life stage appropriate plan gives the client the greatest likelihood that these questions can be answered.” -Charles V. Kuss

Mission

We accomplish dynamic planning by creating financial security for our clients, their families and their businesses. This process consists of first helping them clarify their goals and then designing and implementing appropriate solutions. We continue to monitor and review these plans as a key part of maintaining our long term relationships. We will continue to grow and evolve our organization so that we may be able to provide financial security to the clients and communities we serve.

“Our mission is to impact lives by helping people create financial security for today and a legacy for the future!”

- Charles V Kuss

Join Our Team of Financial Professionals 

Help create a lifetime of financial security for yourself and your clients as a Northwestern mutual financial representative.

As a Northwestern Mutual financial representative, you will build lasting relationships with clients and help them achieve their financial goals.  In doing so, you’ll help solidify your own future as well. The career offers flexibility at a company where hard work is valued and rewarded.

Our local office will help you:

  • Build a practice from the ground up with support from mentors and training tools.

  • Guide clients through a financial planning process, which reflects our belief that over a lifetime, most people will experience many different financial needs and circumstances. After assessing your clients’ needs, you will recommend and provide insurance and investment solutions to help meet their financial security goals.

Click here to learn more about a career as a financial representative.

 


 

Watch this short video to learn what you can expect when working with me

 

 


 

 


 

 

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.

Charles V Kuss, CLU®, ChFC®, CASL®, RICP®

Financial Representative

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Retirement and Taxes: How to Maximize Your Savings

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The Greatest Gift: A Plan for Long-Term Care

How planning in advance for long-term care needs can help loved ones.

Watch the Video Now

 

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