Westover Team

Sean Westover CLU®, CFP®, ChFC® and his team specialize in delivering comprehensive financial security planning and investment management with a specific focus on wealth distribution strategies. His mission is to help his clients navigate their financial lives, achieve financial security, and ultimately have peace of mind. The team works with retirees and successful professionals in the field of law, medicine, banking, technology, tax and health care. His approach helps clients efficiently grow and accumulate assets, protect income, and minimize the impact of taxes over time. Sean’s greatest professional successes can be measured by the affect he has had and continues to have on his clients’ lives and financial affairs as well as those of the financial advisors in his office.

As a part of his commitment to your financial security, Sean and his team work with the top financial specialists in the state to make sure that no matter what your situation, you and your family will be taken care of. Click above to learn more about Sean's professional and personal background and his network of specialists.

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.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.