Helping Create Your Financial Plan

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement. I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future.

But achieving financial security takes more than creating a comprehensive plan; you also have to take action on your plan, and evaluate and adjust it over time. Together, we’ll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings.

To me, financial planning is not simply a service, it is a partnership with my clients. As a Wealth Management Advisor, my team and I guide our clients to financial stability and freedom – a reality that too many people are missing out on. Maximized financial potential is possible for everyone, and I love nothing more than helping my clients see and reach it.

Each of my clients is different, so the way we approach their finances is too. This concept is the foundation of my ability to help people in any stage of life; it is one of the primary reasons I have learned (and will continue to learn) as much as I can through obtaining designations that allow me to understand strategic needs of all kinds. Our clients trust us with an extremely important and impactful piece of their future. I owe them nothing short of a full commitment and dedication to handling it in the best way possible. Opinions are not the ingredients that create stability, knowledge does.

Our clients are forward thinking and committed to their financial futures. In return, I promise them full transparency, dependability and accountability. It is my belief that the guidance I give should be backed by personal experience, so I do not advise anyone to do something I am not personally willing to do with my own finances.

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
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

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.

Daniel J Harezlak, CFP®, CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor

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