Matthew M Heckmann, CFP^®, CLU^®, ChFC^®

Plan Now for Your Future

Financial planning doesn't happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow or transfer wealth, as a Wealth Management Advisor, I can help. I understand the complex financial issues and the ways in which these issues might affect your future.

Financial planning requires a commitment of time—yours and mine. I will work to understand your current personal and financial circumstances and your goals for the future. I will work to do more than determine a planning solution. I will build a strategy that is right for you. Together, we will work to develop a financial plan that balances your short-term needs with your long-term goals.

And I'll stay in touch, so as your needs evolve over time we can make the changes necessary to your plan protecting your overall financial picture for the future.

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

Market Commentary

Click Here for weekly insights on our financial markets and the economy overall from Emmett Wright, CFA, Chief Investment Officer of the Northwestern Mutual Wealth Management Company.

Click Here to view a listing of monthy economic commentaries provided by leading business economist and top investment strategist Clare W. Zempel, CFA, as well as Chris Bremer, Senior Investment Consultant of the Northwestern Mutual Wealth Management Company.

In the News

NORTHWESTERN MUTUAL MAINTAINS HIGHEST RATINGS
Northwestern Mutual has maintained the best possible insurance financial strength ratings from the four major rating agencies. Click Here for more information on Northwestern Mutual's financial strength assessment and third party ratings, as well as access to copies of our Annual, Investment and Financial Reports.

Community Involvement 

In June, Matt Heckmann and The Make-A-Wish Foundation teamed up to help grant a young girl's wish to visit the Walt Disney World® Resort in Orlando. We think the world of this organization whose mission is simply to help kids who suffer from life-threatening medical conditions find happiness amidst their otherwise
trying lives. www.wisconsin.wish.org/

                                                          Last September we helped sponsor the 13th Annual Golf Open benefiting HospiceCare, Inc. The volunteer relationship that we have with HospiceCare has given us a firsthand view of the wonderful work that they do. We could not be more proud to lend our support to this fine organization. www.hospicecareinc.com/

Last October we joined the Red & White Club when we helped sponsor the 2008 Greater Bucky Open. This fun-filled day of golf benefited UW Health's American Family Children's Hospital and we were very excited to join Bucky in support of this great cause. www.uwhealth.org/kids

Later in October, we were Pumpkin Partners for Halloween at The Henry Vilas Zoo. Our sponsorship helped the zoo welcome over 11,000 guests and we were happy to support this Madison family favorite. www.vilaszoo.org/

Northwestern Mutual and Forbes launch the new Fact & Comment page

Forbes and Northwestern Mutual partner to launch a new page titled Fact & Comment on the Forbes.com Web site, offering expert insights from leaders in business and beyond.

Go to Fact & Comment page

Dividend Announcement

Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

Click here to read more

Consistency Counts Scorecard

As in golf, the low score wins the game. Find out how Northwestern Mutual’s performance ranks relative to the competition. In times like these, it’s nice to know that Northwestern Mutual isn’t just strong — it’s consistently strong.

View Scorecard

Consistency Counts

Strength on its own can be impressive. When consistency is added, that’s when it becomes real. At Northwestern Mutual, we’ve been able to deliver real strength for over 150 years. Put our strength to work for you.

Strength that works.

Managing Your Money In A Downturn

Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF).