My Mission

Planning for the future requires focus and clarity. Too many individuals struggle to set aside the time to have this focus or find this clarity. This situation is especially true for business owners, dentists, and other busy professionals.

Our team takes a comprehensive approach to help individuals and businesses develop and manage their investments, retirement plans and financial-growth strategies. Our goal is to simplify financial planning and help our clients find clarity as they strive toward a more financially secure future!


Guidance for Business Owners

For Your Business's Key Employees
Part of attracting and retaining the best executive talent involves offering a comprehensive benefits package. Executive Benefit solutions are designed to Recruit, Retain, Reward, and Motivate key employees using innovative funding solutions. Contact Nathan to receive world-class, customized solutions for your business situation.

Business Wheel graphic

Succession Planning
Part of attracting and retaining the best executive talent involves offering a comprehensive benefits package. Executive Benefit solutions are designed to Recruit, Retain, Reward, and Motivate key employees using innovative funding solutions. Contact Nathan to receive world-class, customized solutions for your business situation.

With a focused expertise on the business owner, Nathan can provide guidance for any stage of your business:

No matter where your business is within its life cycle, Northwestern Mutual recognizes that the goals you have for your business and personal life are intertwined. Watch this video to learn how our integrated approach to financial planning can help manage the full scope of your needs and goals at every stage.


Focus on Retirement

Income for Life graphic

We’re living longer than ever—and that means retirement will last longer as well. To help ensure you have the lifestyle you want in the future, it’s important to develop a sound retirement plan today to make the most of your savings for tomorrow.

Nathan works with his clients in every phase of retirement planning:

You’ll spend decades saving for retirement, but the ability to live the life you envision when you’re actually in retirement takes more than setting aside a certain amount of money. What steps can you take to help ensure your money lasts long enough? Watch this video to learn the six most common risks that can impact your financial security in retirement.

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.

Nathan Daniel Kinard, CFP®
Managing Director


Kinard Wealth Management

What's Next

These days, it’s more important than ever to have a plan. Let’s plan what’s next for you. Get started.

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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