Our Mission

"We Guide, Educate and Care for our Families, Clients and Communities. We help them Live Life Today, while Securing their Financial Independence."

 

Krueger Team Photo

Jodie Norman, Director of Marketing and Business Operations, Andrew Keister, Director of Wealth Management, Matthew Krueger, Wealth Management Advisor, Matt Norman, Director of Investments and Operations, Rachael Bennett, Financial Planning Specialist. d Client Service.

A Message from Matthew Krueger

“My value proposition is to be a coach and catalyst for my clients. My main focus is to help clients develop a vision for their personal, professional, and financial goals. I enjoy learning about their passions in life and helping them overcome any fears that could derail them from attaining their financial goals. My team and I strive to provide top of the line financial planning and client servicing. We work with many community professionals including doctors, dentists, accountants, and attorneys. We also work with family business owners on creating an overall risk and financial plan for their personal and business needs, including assisting in their business succession planning. My team and I specialize in working with individuals who are five years from retirement or are in retirement. With our expert guidance and the strength of Northwestern Mutual, we are able to assist our clients with all of their financial planning needs."

Krueger Signature

Matthew R. Krueger

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.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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.