NORTHWESTERN MUTUAL

White Oak Advisors, located in Indianapolis, IN, specializes in providing independent, fee-only fiduciary financial planning services designed to help clients live their best financial lives. With over 30 years of combined experience, their team prioritizes transparency and client interests, ensuring that every strategy is tailored to individual financial goals. Embracing technology to facilitate seamless planning, White Oak Advisors serves clients across the country, regardless of location. Their approach emphasizes proactive financial management, allowing clients to focus on their passions while the advisors handle the complexities of financial planning. Generated from the website

With network representatives in more than 300 offices in the United States, The Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, its affiliates and subsidiaries. It provides a range of financial security solutions by using insurance and investment products. The Northwestern Mutual Financial Network operates through independently managed field offices. It offers education funding, asset and income protection, personal needs and estate analysis, and long-term care, retirement and business solutions. In addition to mutual funds and trust services, The Northwestern Mutual Financial Network provides estate and financial planning and investment advisory services, as well as annuities and disability and life insurance. It offers Strategic Employee Benefit Services, which is a nationwide group marketing program that provides specialized services in the employee benefits arena. The network s special account services for individuals with NMIS accounts include dividend reinvestment, account protection, direct deposit, online account access, check writing privileges and electronic transfers. It offers a variety of individual planning services ranging from college education funding to IRA solutions. Ranked among the World s Most Admired Companies by the FORTUNE magazine, The Northwestern Mutual Life Insurance Company has more than 3 million policy owners.