Can I really count on Social Security?
How much will I need for healthcare?
How much can I safely spend?
What happens if I live to 100?
Will my care be a burden to my kids?
How can taxes affect my retirement?

Get your "financial house" in order.

Retirement can take many paths….travel, time with family, volunteer work, hobbies, or maybe even a new career
Regardless of the path, there tends to be some financial anxiety.
Our strength is building financial plans which include investments that are "easy to own", through a unique and holistic planning approach to managing risk and volatility.
Your financial plan is a dynamic document.  As your needs and goals evolve, we can make pivots to protect your overall financial picture.
Over time, your financial literacy will increase, and confidence will replace fear & anxiety.
Let us help take the stress and uncertainty out of retirement.

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.

Corey C Hicks

Corey C Hicks, M.S., CLU®, ChFC®, RICP®

Wealth Management Advisor

3700 N Capital Of TX Hwy
Suite 500
Austin, TX 78746
  • Office 512-330-1803

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Advanced Planning
Library

The Importance of Planning for the Cost of Long-Term Care

This is an important planning consideration that we often cover with clients. Read more here.

What Is Earnest Money When Buying a House?

Earnest money can be a key part of the homebuying process. Here’s what you should know. Read more here.

5 Questions That Can Help You Choose a Tax Preparer

These tips can help you make sure you're asking the right questions before you decide to hire a tax professional. Read more.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.