Our Mission

"The mission of our practice is to be of service by helping clients to grow, protect, and distribute their wealth in a way that is congruent with their values."

 

Four-Step Planning Process

Wealth Optimization
With financial independence, family legacy and social capital solutions in place, wealth optimization becomes the focus of the planning process. Keenan Blanchford uses a unique and disciplined values-based approach to help you make wise choices and to help ensure that your plan is focusing on what you value.

Keenan breaks the planning process into four quadrants or phases, each one representing one planning cycle: Discovery, Creative Solutions, Strategy Deployment, and Results Management.

Planning Horizon graphic

Working with a knowledgeable and experienced planner who has access to current technologies and a thorough understanding of tax rules and financial planning techniques is important. Working with an advisor who takes the time to understand your unique desires and goals is critical.

Keenan will take the time to help you make that assessment, develop a plan that works for you, and provide you with the tools and strategies necessary to successfully implement that plan.

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.

Keenan Blanchford, CLU®, ChFC®, CFP®

Wealth Management Advisor

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

How Much More Room Does This Economy Have to Run?

The Dow is reaching record heights, but is there growth left? Should investors be ready for a downturn? Our experts weigh in on how likely it is that investors will see growth and what causes markets to change course.

 

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