Who We Serve

Professionals Approaching Retirement

For some, retirement is exciting. For others, it is concerning. Let our team help you define what is most important about your retirement years, stress-test your plan against what we can’t control, and give you the confidence that only a realistic picture of your best retirement can provide.

Professionals in Retirement

Just because you’ve already “retired,” doesn’t mean it’s too late to craft your financial plan. Let our team help provide clarity around where you stand and leverage our Listen, Refine, Compliment, Enhance process strengthen your plan so you can enjoy the fruits of your labor with confidence.

Established Professionals

You’re in the prime of your career. You’ve done the basic blocking and tackling. And life has gotten exceptionally busy. You’re likely in good shape financially, but curious if you should or could be doing something different. We will help design and execute a financial plan that allows you to arrive best positioned for success, with optionality as goals and dreams change and take shape

Business Owners

Planning for your financial success can be a complicated process. Whether it’s executive benefit planning, protecting the value of a key employee, or ensuring for a successful (planned or unplanned) transition, or how all these moving pieces affect your family at home, our team can help.

Brandon M. Strope, MBA, ChFC®, CLU®, CLTC®
Managing Director


Flatirons Financial Planning

 

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