Customizing Your Financial Plan

I help my clients achieve a more secure future for themselves, their families, and businesses by working individually with them to fully understand their situation and build a long-term relationship as their trusted financial advisor. 

Together, we will create a detailed financial plan that builds a firm financial foundation to serve your needs over time.  I will work to understand your current personal and financial circumstances and your goals for the future. Then, we will build a strategy that is right for you and that balances your short-term needs with your long-term goals.

And as your personal and business advisor, I'll stay in touch, so we can evaluate and adjust your plan over time and make the changes necessary to respond to whatever life brings -  protecting your overall financial picture and addressing your personal hopes for the future.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security. We can assure you that your changing needs have been understood and are being addressed. And when it comes to implementing solutions, we leverage the full capabilities of Northwestern Mutual to provide you with a comprehensive range of products and services tailored to meet your business and personal goals.

Pragmatic Experience with Medical Professionals and Business Owners

In addition to providing financial planning for individuals and families, I have worked extensively with physicians and medical professionals, closely held businesses, and business owners and executives to tailor solutions based on their unique needs.

                                                                                         

                          - Lane A. Barkstrom

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.

Lane A Barkstrom, CFP®, CLU®, CLTC®

Wealth Management Advisor

If you dream it, we’ll help you live it.

Let’s make this the year we turn your dreams into plans. Get started.

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