Welcome

Drew Besonson
Drew.Besonson@nm.com

Fiscal decisions made now can significantly impact future financial circumstances.  Drew Besonson has the knowledge, experience, expertise and resources to help his clients achieve their goals of financial security, continued growth, and wealth accumulation and preservation.

In addition to being a wealth management advisor, Drew specializes in advanced business planning and is the director of estate and business planning for Northwestern Mutual. He works closely with clients to ensure protection and growth of business assets, and he collaborates with a team of experts to provide comprehensive, integrated, value-based planning that incorporates tax-efficient strategies. His team is specifically built for the highest level of complex planning and service. Business and estate planning can seem overwhelming, yet Drew conveys sophisticated strategies to his clients in a way that is understandable.

Drew's initial focus always centers on listening to his clients. After learning about their current issues, desires and visions for the future, he connects these values and objectives to the planning process. His goal is to establish long-term relationships based on integrity and a caring atmosphere, while providing expert guidance and unparalleled service.

Being a wealth management advisor as well as an estate and business planning specialist, Drew Besonson is part of a select group of Northwestern Mutual agents nationwide and he thus has access to Northwestern Mutual's exclusive products. Drew, however, does not work solely for Northwestern Mutual and can therefore avail himself of the entire marketplace of products and resources. Drew's experience and knowledge give him an in-depth understanding of personal and business financial planning, and he utilizes the tools and services that most benefit each client.

Drew's services include the following:

BUSINESS AND PERSONAL

  • Estate Planning
  • Trust Services
  • Asset and Income Protection
  • Retirement Planning
  • Investment Services

BUSINESS PLANNING

  • Buy Sell Funding
  • Exit Strategies
  • Benefits for Select Employees
  • Business Succession

Car Collecting and Beyond - 3 Tips for Achieving Life's Financial Goals

Whether your priorities include a classic car, a dream home or a travel-filled retirement, these three tips can help big dreamers to achieve their financial – and life – goals. Read the DBusiness article, featuring Drew Besonson.

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.

Drew Besonson
Wealth Management Advisor


Poise Wealth

Here’s How Tax Brackets Work

Tax brackets can be confusing but we can help explain how you can use them to estimate your tax bill. Read more here.

Steps for Financial Planning Throughout Your Life

Anyone can benefit from a mapping out a financial roadmap that shows you how to reach your financial goals. Read more here.

How Much Money Do You Need to Live Comfortably in Retirement?

The answer is different for everyone so your plan should focus on setting up the income you’ll need. Read more here.

 

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