Lowell M Plotkin, RICP®

Financial Advisor

My Mission

My partner, Chad Van Geenhoven, CFP®, ChFC®, and I have a process that we follow; it allows us to stay on track with our clients and prospects.

Our comprehensive financial planning process encompasses both current and future goals, as well as generational planning for the entire family. Our tenure and expertise allow us to discover and address areas that our clients may not always immediately think of. 

We provide solutions utilizing insurance and investment products through Northwestern Mutual.  We convey a sense of security by helping our clients to effectively and efficiently implement their plans and see their goals accomplished.

Our clients feel very comfortable with us because we are caring, proactive and responsive to their needs.  

 
 
 
 
 
 

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, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

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Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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