Set Yourself Free in Retirement


Team photo
We are here to serve you: Dan Bound, Andrée Finger, John Bohn, and Lynne Mathews

OUR MISSION IS TO BUILD FINANCIAL SECURITY ONE GENERATION AT A TIME. 

We take total responsibility for our clients' financial security planning. In order to fulfill this obligation, we have to have deep and personal relationships with our clients. Our goal is to provide the highest level of competence and quality in the work we do, and we must make certain to be in contact with our clients on a frequency that is ideally suited to their individual service expectations and planning needs. We use a highly individualized and exceptionally detailed planning process based on in-depth fact finding, prepared with some of the best technology and tools currently available in the industry. Our clients have to be our partners in this process for it to be successful. The asset management we provide is the engine for our team's success.

Stated simply, our goal is to help our clients make informed decisions that feel right.

 

OUR VISION 

To become the most trusted financial planning practice during every significant moment in our client’s lives. 


Focus on Retirement 

We’re living longer than ever—and that means retirement will last longer as well. To help ensure you have the lifestyle you want in the future, it’s important to develop a sound retirement plan today to make the most of your savings for tomorrow.

John works with his clients in every phase of retirement planning.

You’ll spend decades saving for retirement, but the ability to live the life you envision when you’re actually in retirement takes more than setting aside a certain amount of money. What steps can you take to help ensure your money lasts long enough? Watch this video to learn the six most common risks that can impact your financial security in retirement.


As a Northwestern Mutual Wealth Management Advisor, John Bohn has the knowledge and expertise to help you discover your core values and integrate them into your planning process. To develop your plan, John will discover your vision for the future, your mission in life and your personal financial philosophy.

John will do this by taking the time to get to know you and your family. In this way, he will put you -- not your wealth -- at the center of the process.

Let John Bohn help you ensure your financial future is all you want it to be. 

Investing for Your Future

With more ways to invest than ever before, it can be hard to make sure your money is working its hardest for you. While most companies focus on individual transactions, we look at your bigger financial picture. Then, we'll recommend a mix of investments, and can monitor and manage them over time, to help you get to your goals. This video illustrates why it's so important to spread investments across various asset classes.

Market Commentary

Click Here for insights on financial markets and the economy overall prepared by the Northwestern Mutual Wealth Management Company.

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.

John A. Bohn, ChFC®, CLU®, RHU®, REBC®, AEP®

Wealth Management Advisor

How a Bigger Home Affects Your Budget

Upsizing your home means you’ll have more room to entertain, store your stuff and grow your family — but you’ll also have higher expenses. Read More

Questions to Ask a Wealth Manager

If you’re in the market for wealth management services, here are five tips to help you prepare so you can find the right fit. Read more here.

What Is the Difference Between Budgeting and Financial Planning?

Understanding the key differences between the two can give you a clearer picture of how to reach your goals. Read more here.

 

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