Plan Now for Your Future
Having a multidisciplinary team at your fingertips offers you a level of comfort that is hard to find at other firms.
My Team
With over eight decades of combined industry experience, we have coached and helped individuals, couples, families, and businesses through a variety of financial and planning issues.
Our team consists of four financial professionals each certified in a different discipline, another four associates solely dedicated to providing outstanding support services, and you, the most important member of the team.
Even the most sophisticated client finds it challenging to keep up with the ever-changing investment and financial landscape. Let our team take some of the burden off you.
To learn more about our team members, click on My Team. We look forward to serving your needs.
We have one of the best teams around
The Financial Times has recognized Tennant Financial as one of the top financial advisors in the country four years running. Many thanks to our hardworking team and our incredible clients. We couldn’t have done it without you.
Our Expertise
Finding the right advisor can be difficult and time consuming. Thankfully, there are many alternatives to choose from in today's marketplace. To help navigate through the process, we have developed a comprehensive list of questions designed to guide you toward the right advisor for you.
At Tennant Financial, we have extensive experience assisting women during challenging times and find satisfaction knowing we can help when you need us the most. Whatever your specific concerns, we can assist you in gathering all the information and can provide the education needed to make sound decisions.
Planning for retirement can feel like an overwhelming task. At Tennant Financial, we help you make retirement planning a priority by breaking the process down into small, doable steps. Once the plan is put in place, we coach you to stay on track by maintaining a long-term perspective and update the plan when necessary.
Tennant Financial understands what it means to run a business. Whether you’re a corporate executive, 2nd generation business owner, or a doctor juggling patient care and a practice, we understand the typical concerns and difficult decisions you face every day.
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
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.
