Matthew G Follen, CLTC®

Growth and Development Director

 

Our team has the pleasure to serve many families and businesses in the Fox Valley and throughout the midwest.  Each of our team members bring their own unique talents and abilities to be able to serve our clients in the absolute best way possible. 

My philosophy around planning is simple; plan with clients to minimize unnecessary risks and improve overall balance sheets in the most tax and cost effective manner possible. 

Over the last several years we have found that the world of finance is complicated, lacks continuity, and is full of conflicts of interest. We're here to work with our clients to sort it out, plan it out, and point it out. We truly believe that this transparent process of planning has allowed us to better serve our clients, and build long lasting relationships in our community. 

I have found that some people look back on their lives with regret; not for the things they have done, but for the things left undone. They find they are more successful than they anticipated but saved less than they intended. That is where my team comes in. We take the time to get to know you and your goals and objectives. We can help you anticipate and prepare for the best—and worst scenarios. The relationship we establish with you enables us to focus on your needs – today and throughout your lifetime.

I firmly believe in holistic planning and values-based solutions. Our team will work tirelessly on creating an appropriate personal plan and review to make sure the plan is reaching its financial destination.

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, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

If you dream it, we’ll help you live it.

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