Peter C Case, CFP®, CLU®, CLTC

Financial Advisor

 

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.

 Calculators
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.

Protect your largest asset

Disability income insurance can protect your largest asset - your income. Northwestern Mutual can help. Learn more about how a disability insurance policy can help protect your income and your family.

Two Ways the Northwestern Mutual Foundation Supports Children and Families in Need

Can childhood cancer be beaten? We believe. That’s one of our charitable initiatives to help children and families in need. Learn more

Plan for the Success of Your Business

We recognize that the goals you have for your business and personal life are intertwined. Learn how our integrated approach to financial planning can help manage the full scope of your needs and goals at every stage.
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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck