Peter C Case, CFP®, CLU®

Financial Advisor

 

A Message from Peter Case, CFP®, CLU®

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.

#IfItWasUpToMyKid

Home is where the greatest moments are shared and where the most valuable and meaningful memories are made. But sometimes, life happens. From technology and social media to work-life imbalance to competing schedules, families can struggle to be present and connect on a more personal level at home.

This fall, Northwestern Mutual wants families to find that connection at home again. Parents can submit a video or photo of their kid's ultimate home experience inspiration — the bigger, the more out-of-the-box, and the more imaginative the ideas, the better — and we may just ring your doorbell to make your dream a reality!

To enter:  Join the conversation on social and enter to win with #IfItWasUpToMyKid! 

Learn more and submit your entry here now.

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

See what our version of financial planning looks like.

Learn More

Create Guaranteed Income for Life

Today, you’re responsible for creating your own paycheck in retirement. Watch this short video to learn about sources of guaranteed retirement income.

 

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