Our Mission

An one of the industries leader in financial planning and insurance services, our mission is to provide comprehensive planning for our clients, which incorporates all aspects of one’s business, professional and family goals.


Helping Business Owners Protect, Grow & Realize Their Business' Value.

A business owner's personal financial success depends on the success of their business.

When it comes to running a successful business, your experience and expertise is your strength.  It's the engine that drives your growth and sets your business apart.

When it comes to building and implementing the drivers to protect, grow and realize your business' value and success, working with a trusted partner with the skill, expertise and experience is crucial.

Who We Are

As a Financial Representative and business owner himself, Juan Diego has a deep understanding of the numerous and often complex needs of business owners.

What We Do

Juan Diego leads a team in carefully listening to what matters most to the business owner; then we help clarify and prioritize your goals and needs.

Once the Team fully understands the business owner's vision, we develop a plan designed to help you achieve your vision for the future.

The plan will feature cost-effective solutions that are customized to the business needs and reward employees for their unique contributions that make the business a success.

Our Areas of Expertise & Capabilities

  • Business Valuation
  • Business Succession & Exit Planning
  • Key-Employee Compensation & Benefit Planning
  • Group Benefits
  • Estate Planning

The Planning Process

Juan Diego & his Team use the following steps when working with clients:

  1. Discovery
    Learn about your business and what matters most, then help clarify and prioritize your goals and needs.
  2. Analysis
    Evaluate the various options that would accomplish your business and estate planning goals.
  3. Plan Design
    Work with you and your other advisors and other experts to develop a plan designed to help you achieve your vision for the future.
  4. Plan Implementation
    Coordinate business & estate planning strategies, review plan documents, and recommend appropriate, cost-effective solutions customized to meet the needs of the business.
  5. Systematic Review & Plan Service
    Follow up systematically to make certain your plan remains current and is updated as circumstances or objectives change.

Helping You Create a Financial Plan That Grows With You

Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your goals and dreams and develop a plan that addresses these needs and gets you started on the path to financial security.


Yo hablo español. 

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.

Juan Diego Ramirez

Financial Representative

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

See how our version of financial planning can help you live your dreams today. Learn more.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

Celebrating 160 Years

Chairman and CEO John Schlifske shares his thoughts on Northwestern Mutual’s rich and eventful history and where we are going in the future while keeping the most important thing in mind … you, our clients. View Video.


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