Northwestern Mutual - Civic Financial

Civic Financial is a full-service financial planning company for professionals and companies that specialises in tax-efficient wealth management, insurance, retirement, and estate planning. They are a multi-generational, full-service financial planning firm with several years of collective experience, with entrepreneurial millennials working with industry veterans. Civic Financial advises high-net-worth families and high-income professionals on sophisticated planning and wealth management. The Civic team comprises industry professionals and consultants with niche expertise designations, allowing them to offer legacy planning and financial advisory services to their multi-generational clients in a unique way. Their clients engage them as fee-based financial planners in a consultative or solutions-based planning and wealth management approach.