A Message from Peter Case, CFP®, CLU®, CLTC

Our lives are dynamic. They evolve, change direction, and lead to new possibilities. Therefore, your approach to financial security should be dynamic as well.

Pete Case, working with his team, helps business owners, successful individuals and their families prepare for financial opportunities and challenges for this generation and the next. Pete's mission within his practice is to gain an understanding of his clients' hopes, dreams and ambitions. Then based on these objectives, he provides his clients with sound, relevant guidance. Through active listening and developing a long-term relationship, Pete Case helps his clients achieve financial security and confidence.

My Mission

My mission is to help give my clients the opportunity to create a lifetime of financial security for themselves and the people they care about. In doing so, my clients can have confidence knowing that they are better prepared for life's events.

Areas of Interest

 Article Library
Find articles on insurance, investments, estate analysis, business and personal finances, along with general interest articles Peter Case believes you may find worth reading.

Try these free, interactive calculators to estimate or compare many aspects of your financial wellness.

Life Events
Read the life event series to learn about the financial challenges and opportunities associated with each life stage you may encounter.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Peter C Case, CFP®, CLU®, CLTC

Financial Advisor

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.

6 Risks That Can Impact Your Retirement

Make sure your money lasts as long as you do. Learn about the risks that can impact your financial security in retirement. VIEW NOW.


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