Matthew R Carothers, CFP®, CLU®, ChFC®, RICP®

Wealth Management Advisor

Helping You Live the Life You Want and the Life You Never Thought You Could.


We want to be your one destination, one plan.
Do you have a well, thought-out financial strategy that reflects your core values and beliefs? Do you have a team of people focused on this when helping you make smart decisions with your money? If not, then let us get together and have a conversation.

We start by understanding you.
Our team works to build comprehensive financial plans by asking tough questions in order to get to the heart of our clients’ goals, vision and values. We excel at creating plans for business professionals, medical professionals and business owners. As current and former business owners, we understand how complex planning can be when you are looking at integrating a financial plan to include both personal and business planning. We also understand the nuisances associated with personal planning in the medical and corporate business fields – and frequently are asked to educate key groups on best practices for building solid financial plans.

You get the best of everything.
We have access to Northwestern Mutual’s world-class solutions and partner with experts and advisors in specific fields such as: accounting, law and employee benefits to round out your overall plan. We create comprehensive financial plans that include both offensive and defensive components – and recommend strategies and products that will help you achieve your long- and short-term goals.

We become a life-long partner.
We hold our clients accountable to their goals with check-ins and planning meetings. We walk alongside our clients through life and adjust the plan during life changes and transitions.

When you look back – at the end of your life – we want you to agree that hiring us was one of the best decisions you’ve ever made for your financial security needs.

Planning Horizon graphic

Copyright 2016 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.


Fee-Based Financial Planning

Making great decisions about your wealth, whether you are deciding to grow it or protect it or both, starts with sound thinking; thinking that makes sense. Here’s how our thinking starts when it comes to helping you make important financial decisions.

Copyright 2015 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.


How To Make Financial Planning Easy With A Simple Checklist

See Matt's insight on staying on top of your finances in this article, published on Forbes.com.

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.

Here’s What’s in the Republican Tax Plan That Could Affect You

The Republican tax plan would overhaul everything from tax rates and brackets to deductions to the corporate tax rate. Read more.

 

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