As a successful business owner or corporate executive, your time is limited and divided between high-demanding business tasks and personal life. Your financial portfolio is expanding but you need a comprehensive vision for the future, ensuring your assets are both protected and growing to satisfy your goals for stability and success. And that’s where we come into play.

 

Your Financial Position, Our Mission

At Lindberg Financial Group, we aim to build a uniquely tailored financial planning experience for every client, which involves a case-by-case capital evaluation process and personalized investment advisory solutions.

Our team of expert wealth management advisors can provide a wide range of financially specialized services, focused on:

  • Maximizing compensation
  • Tax-efficient strategies
  • Risk management
  • Optimizing tax-advantaged retirement accounts such as IRAs and 401(k)s
  • Succession planning
  • Investment management
  • Specialty asset management

 

Let’s Build a Vision of the Future Together

Explore our site to learn more about our team of experts and how we can help cater to you and your complex financial goals.

Whether you’re based in the northwest suburbs of Chicago, Chicago’s North Shore or anywhere else in the country, we’ve got you covered. We serve business owners and executives across the country providing creative financial solutions for those working remotely or living between multiple states.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Michael Lindberg, CFP®, CLU®
Wealth Management Advisor


Lindberg Financial Group

Here’s How Tax Brackets Work

Tax brackets can be confusing but we can help explain how you can use them to estimate your tax bill. Read more here.

Steps for Financial Planning Throughout Your Life

Anyone can benefit from a mapping out a financial roadmap that shows you how to reach your financial goals. Read more here.

How Much Money Do You Need to Live Comfortably in Retirement?

The answer is different for everyone so your plan should focus on setting up the income you’ll need. Read more here.

 

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