Financial Planning for Your Business and Family

Most successful businesses are created with an idea and grown with hard work.  With foresight and comprehensive generational planning, businesses are more likely to continue to flourish and outlive their founders. My mission, simply put, is to help you secure your family's and your business's future and protect what's important to you.

My team of experts and I can help by identifying your financial planning needs and creating a personalized plan to help you prepare for the future – even if life takes an unexpected turn. Keeping pace with life's changes is important. Let us help you achieve a secure financial future for the people you care about most.

 

 

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Andrea Wass, CLU®, ChFC®

Financial Representative

  • Office 406-522-4745
  • Fax 406-522-4780

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

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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