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, 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
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

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.

Lane A Barkstrom, CFP®, CLU®, CLTC®

Wealth Management Advisor

How a Bigger Home Affects Your Budget

Upsizing your home means you’ll have more room to entertain, store your stuff and grow your family — but you’ll also have higher expenses. Read More

Questions to Ask a Wealth Manager

If you’re in the market for wealth management services, here are five tips to help you prepare so you can find the right fit. Read more here.

What Is the Difference Between Budgeting and Financial Planning?

Understanding the key differences between the two can give you a clearer picture of how to reach your goals. Read more here.

 

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