Our Vision
The ambition of Meek Financial Group is to help our clients understand what's possible. We take a consultative approach to financial planning to understand what is important to our clients deep in their hearts. We then link what they find important to their retirement planning, estate planning, business planning, investment planning, and insurance planning, on a comprehensive basis, to assure all areas of their plan have a cause-effect relationship.
Our team is committed to professional growth by the attainment of designations and certifications. We are equipped with the experience, values, and products to provide extraordinary value to high income and net worth people who are already financially independent, within 10 years of financial independence, and/or closely held business owners.
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
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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