Client-First
NorthWest Financial Services exists for a very simple reason: to help our clients achieve their goals. Perhaps never before has trust been so important in financial relationships and yet never has it been so frequently broken. We understand the high degree to which our clients depend on us to do what is right for them, and we believe that we are legally and morally bound to keep their needs first.
Attention to Detail
As with many things in life, the trend in financial services is toward automation. We appreciate the necessity to do business more efficiently but believe that our clients’ futures are too important to set on autopilot. Our plans are created, implemented, monitored and explained by people.
Price is what you pay, value is what you get. Our commitment to our clients is that the fee they pay is transparent and reasonable. Our hope is that the value received over time will far exceed the price paid.
Value
NorthWest Financial is an employee-owned, Indiana-based firm. Because we are not captive to a large company, we have access to a wide menu of products and strategies. This independence allows us to objectively weigh potential investment options for our clients.
Independence
NorthWest Financial’s greatest strength is its people. Our staff has over 70 years of combined experience in financial planning and investments and includes practitioners holding the Certified Financial Planner, Chartered Financial Analyst and Enrolled Agent designations.