BUSINESS, PERSONAL AND FAMILY WEALTH MANAGEMENT

Whether you’re growing a business or protecting your family’s estate, it’s important to have a Wealth Management Advisor committed to serving all your financial planning needs. An experienced and trustworthy professional who thinks ahead of the markets, tracks trends impacting your unique situation, and who understands how your personal and business l lives are intertwined. 

Using Northwestern Mutual’s integrated approach, I specialize in all aspects of personal and business financial planning.  I provide personal wealth management programs for your family and your estate.  But the relationship doesn’t stop there, it can also extend to your professional life as an employee or as the actual business owner and provide solutions for you, your key employees and employee groups.

 

Personal Wealth Management

We all know how unpredictable life can be. That’s why you need to be financially prepared to tackle life’s challenges. Working in partnership with you, I help you shape immediate and long-term goals to ensure your family’s financial security. By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, my programs will help you protect and provide for those people you care about most.

A trusted relationship with a Wealth Management Advisor is based on an ongoing process of understanding needs and expectations, crafting and implementing tailored solutions, and working together to achieve established goals. I’ll not only help you decide where to invest your money, but how to invest it, while providing continual guidance and insights that give you clarity and peace of mind about your personal financial situation. 


Business Planning


As a Northwestern Mutual Wealth Management Advisor, I work with business owners to create and enhance their business plan throughout all stages of the business life cycle, from start-up, through growth and maturity, to succession plans and beyond. Through tailored benefits programs for owners and employees, I can help you establish and build the programs you need to position yourself and your employees for financial success. By working with you to develop qualified plans for all employees and deferred compensation programs for you and your key executives, I’ll ensure your company has competitive offerings to help attract and retain top talent. To protect your company, I also offer risk management, worker’s compensation, life and liability insurance instruments. Should it ever come time to sell or transition your business, I can work strategically with you to help ensure the proceeds will provide the estate income you need for retirement, to create a comfortable future for you and your family.

 

As Managing Director of Northwestern Mutual - Colorado Springs an experienced Wealth Management Advisor, I invite you to contact me today to discuss your personal, family wealth management and business goals.  

Kevin Francis Kaveney

Wealth Management Advisor

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

How Much More Room Does This Economy Have to Run?

The Dow is reaching record heights, but is there growth left? Should investors be ready for a downturn? Our experts weigh in on how likely it is that investors will see growth and what causes markets to change course.

Help Pay for Life’s Big and Small Moments

Convert some or all of your term policy to whole life today; it’s quick and easy. Premiums never go up, and your cash value is guaranteed to grow. Learn more now.

 

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