Since joining Northwestern Mutual in 1995, the mission of Mike Campbell's team has been to guide business owners, professionals and families toward a successful realization of their financial security.   Mike's team of expert staff and network specialists has accomplished this mission repeatedly through respected and enduring client relationships.  From the start and throughout each relationship, his team implements a custom-tailored strategy of innovated long-term financial solutions, incorporating comprehensive exclusive planning tools and exceptional products.

While the list of services runs quite deep and in various directions (dependent upon on the needs of each client), highlighted below are some key items found within their platform of service which they believe play a significant role in long term client satisfaction.

  • Personal Planning Analysis:  This is a tool which combines a client's assets and liabilities (current and future) and sets them against the backdrop of your financial goals in order to create a recommended plan of action.

  • Annual Review:  Each year Mike and his team will meet with you in their office to conduct an extensive review of your Personal Planning Analysis, portfolio performance and current climates of financial markets, asset classes and tax efficient strategies.

  • Tax Strategy:  In addition to product performance,  Mike and his team understand the importance of tax-advantageous strategies and their impact on overall growth.  They are mindful of this piece to the financial puzzle in their recommendations and transactions throughout the year. 

  • Client Experience:  Mike and his team enjoy providing an exceptional client experience as they implement your customized client road-map toward achieving financial security for you and your family.  Each team member is standing-by to assist daily. 


Confidence, even in turbulent times

Mike Campbell talks with Curt and Tammy Helling.

Click here to read the article.

 


Mike's Passion for Community:  Supporting the Blue Angels Foundation

Mike Campbell flew with the Blue Angels from 1987 to 1988 and is national volunteer President of the Blue Angels Foundation (BAF) Board of Directors. BAF recently awarded a $40,000 Grant to Pathways for Change. 

“Today was a special day for the Foundation as we provided a grant to Pathways For Change Cox Women's Center which will provide transitional housing, education, and future employment opportunities to wounded female veterans and get them back on purpose in their civilian lives,” said Northwestern Mutual Wealth Management Advisor Mike Campbell.

To learn more or support wounded veteran initiatives through the Blue Angels Foundation, please visit the Foundation's website www.blueangelsfoundation.org.


"I am honored to serve as Board President of the Blue Angels Foundation. I believe strongly in our mission to serve our wounded veterans and their families. As a former Blue Angel and retired Naval Officer, I understand the challenges these men and women endure when returning from active duty. Many come home with significant injuries both physical and mental. It is my privilege to serve our veterans and invite you to watch the brief video below by clicking on the link provided. Please visit our website at www.blueangelsfoundation.org."

Watch the video

Mike F Campbell III, MSFS

Wealth Management Advisor

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