Our Mission

As an industry leader in financial planning, investments 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.

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Business Planning Solutions

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.

Overview of our team

Our team creates personalized financial plans that guide the implementation of risk management planning, insurance planning, and tax-efficient strategies, preparing clients and their families located in more than 40 states for a lifetime of good financial decisions. Putting our clients’ best interests at the center of everything we do and our holistic approach to integrating all aspects of our clients’ financial life is what sets us apart.

We use a disciplined approach to shed light on how informed tax decisions can reduce the impact to you and your legacy.

Building an enduring legacy comes from working with an enduring firm. Our financial representatives are ready to plan with all generations of your family. Through multigenerational planning, we’ll help you protect and preserve your life’s work.

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The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

Boost your financial knowledge.

Business planning

No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.

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