OUR MISSION

Our team is committed to making an impact on people's financial lives.  As we meet people every day, we believe in education and meaningful conversations with our clients. 

 

It is our goal to impact our clients, through technology, by having a well-documented plan with implementation and follow-up.  Our planning firm covers unforeseen risks to a family or business, while simultaneously building wealth for future savings goals.

 

It is our mission to change people's lives by aligning their actions with their intentions.

 

- Steven

 

 

Steven Matthew Kuza, RICP®, CFP®, CLU®, ChFC®

Financial Advisor

How a Bigger Home Affects Your Budget

Upsizing your home means you’ll have more room to entertain, store your stuff and grow your family — but you’ll also have higher expenses. Read More

Questions to Ask a Wealth Manager

If you’re in the market for wealth management services, here are five tips to help you prepare so you can find the right fit. Read more here.

What Is the Difference Between Budgeting and Financial Planning?

Understanding the key differences between the two can give you a clearer picture of how to reach your goals. Read more here.

 

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