Our Mission
The Botkin Financial Group’s mission it to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security.
We believe the best way for our clients to achieve their financial goals is by aligning their current financial picture with future financial goals. By listing goals and objectives, identifying assets and liabilities, and comparing what you have to what you want, we work with clients to define their vision of a secure financial future. Then, we focus on providing solutions in line with that vision and work with clients toward achieving results.
Core Values
Courage | Authenticity | Personal Responsibility
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.
