A PLAN BY DESIGN, NOT BY DEFAULT…

Our Mission is to be your partner in building a comprehensive financial strategy so you Spend Your Life Living! We begin by gaining a thorough understanding of who and what is important to you…your Goals, Vision, and Purpose. This, along with world-class products, professional guidance, and tireless advocacy, is A Plan by Design!

 

Financial planning doesn't happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow or transfer wealth, as a Wealth Management Advisor, I can help. I understand the complex financial issues and the ways in which these issues might affect your future.

Financial planning requires a commitment of time—yours and mine. I will work to understand your current personal and financial circumstances and your goals for the future. I will work to do more than determine a planning solution. I will build a strategy that is right for you. Together, we will work to develop a financial plan that balances your short-term needs with your long-term goals.

And I'll stay in touch, so as your needs evolve over time we can make the changes necessary to protect your overall financial picture for the future.

Let me help you ensure your financial future is all you want it to be.

Petes Signature

Peter Kramer, CFP®, CLU®, CASL®

Wealth Management Advisor

  • Office 952-698-7020
  • Office 952-698-7000

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

How can life insurance benefit you today?

Permanent life insurance is more than just protection for your family in the event of your death. Learn how it can also provide benefits to you and your family while you’re living?

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