Commitment to Excellence

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next step.

Our team helps individuals and families define their financial objectives for retirement, college education, insurance and estate planning considerations. We also provide small business owners with comprehensive products and services for employee benefit programs, key person retention issues and business succession strategies.  As your Wealth Management Advisor, I will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future.

Achieving financial security prior to and during retirement requires a strategy that diversifies, grows and preserves your wealth.  Our planning process is ongoing and combines a needs-based approach with statistical modeling that is designed to address a variety of possibilities that can impact your situation. Ultimately, our team delivers solid, balanced solutions to help you achieve a financially secure and predictable retirement. This comprehensive planning approach includes a suite of tailored solutions for optimizing your retirement income while managing the key risks that could challenge your financial security.

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, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

Kurt D Bethke, ChFC®, CLU®

Wealth Management Advisor

If you dream it, we’ll help you live it.

Let’s make this the year we turn your dreams into plans. Get started.

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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