Plan for Your Future Now
Financial planning doesn't happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow or transfer wealth, as a Wealth Management Advisor, Mark Schueller can help.
For Individuals
When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.
As your Wealth Management Advisor, Mark will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future.
For Businesses
At Tolan Schueller & Associates, Mark Schueller and his team have been helping protect the business and financial interests of key corporate executives and their companies since 1959 -- some family businesses through three generations of successions, and have helped guide numerous clients through multiple management transitions.
Because your situation is unique, you shouldn’t have to buy a packaged program. Tolan Schueller & Associates will design a program to fit your specific objectives, whatever they may be.
Areas for which they can assist are:
- Executive Benefits
- Estate Planning
- Business Succession
- Wealth Management
- Long Term Care
- Group Benefits
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.
