Our Mission

We work hard to understand our clients' most amazing future and operate at the highest levels of wealth management and financial planning to achieve results.  We help people understand what is possible that was previously unknown to them.

A Message from Ben Gantt

Most professionals in the financial services industry operate exclusively in one of three areas:

  • Asset Managers - These advisors typically serve as investment managers focusing only on "rate of return".
  • Insurance Agents - These advisors tend to view insurance as the solution to every problem.
  • Fee-Based Planners - These advisors often focus their entire business model around charging fees for drafting plans without actually helping clients implement them.

We specialize in holistic financial planning with a heavy focus on creating income distribution plans that look to adapt to changing financial environments. We help clients get the most out of their financial lives by designing plans to help maximize the probability of a successful outcome based on several key factors including taxes, market environment, health care costs, social security optimization, longevity, and legacy goals.

Most importantly, we take a collaborative approach to planning: We educate. YOU make decisions. Not the other way around.

Best regards,

Ben Gantt
Wealth Management Advisor

Ben Gantt

Wealth Management Advisor

Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Unique Approach to Retirement Income Planning

Increase your probability of success in retirement by leveraging our unique retirement income planning approach.

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