How We Approach Financial Planning

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

When it's a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing to work with someone who has the ability and resources to best address those needs is the next.

As your Wealth Management Advisor, I will listen, clarify and help prioritize your goals and aspirations before developing a personalized financial plan designed to help you achieve your vision for the future.

Let me help you ensure your financial future is all you want it to be.


Wealth Optimization graphic

Copyright 2016 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.

Recent News

January, 2018 - Wealth Management Advisor John Roland Expands Business with Oak Brook location

In a market like Chicago, the suburbs provide a great opportunity to expand our footprint. In January 2018 we were pleased to announce that we opened an office in Oak Brook. 



January, 2018 - Northwestern Mutual – Chicago Recognizes John Roland as Top Financial Advisor

What sets us apart is our integrated approach to financial planning.  It was an honor to be recognized by Northwestern Mutual – Chicago Managing Partner Corey McQuade for our team’s leadership role in helping our clients plan for and achieve their life goals.






February, 2017 - Wealth Management Advisor John Roland Expands Team

As our practice grows, we are pleased to announce the addition of Daniel J. Studebaker as an Associate Financial Representative. Dan is a highly skilled financial professional who brings more than five years of experience working with clients to help them plan for and achieve financial security. He is a trusted team member who embraces our values of authenticity, integrity and professionalism. 

John P. Roland, CLU®, CFP®

Wealth Management Advisor

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how


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