Holly J Neault

Financial Representative

Crane and Baby

Photo by: Holly Neault

Helping you simplify and optimize your financial lives,

so you can spend your life living!

Our first step is getting to know you. My team and I value strong personal relationships with our clients. Our planning process will help you clarify –

  • What does financial security mean to me?
  • What are my financial expectations and goals?
  • What does a comfortable retirement look like for me and how do I fund that?

Once we’ve gotten the opportunity to know you, we build a comprehensive financial plan that includes risk management, long and mid-term goal funding and retirement income longevity. Our plans are designed to last a lifetime and empower you to have a better understanding of your financial capacity. A plan that is specific to your life and goals, that will withstand any hard times, so you can focus on the good times.

As a business owner myself, I understand the importance of a strong financial plan for your business. Whether you need partnership protection, employee retirement benefits, or tax efficient retirement income streams, we can guide you through it all. With a financial plan in place we can help you:

  • Protect your earnings and business from risk.
  • Set up nonqualified plans to attract, motivate, and retain your key employees.
  • Fund a tax conscious retirement.
  • Provide alternatives to retirement savings.

When people feel better about their money, good things happen – they become more confident and feel more secure. Taking away the everyday financial stress that most people experience (1 out of every 3, in fact), helps them breathe easier, sleep better, and feel happier.That's why Northwestern Mutual exists. It's why we do what we've been doing for the last 160 years.

We help you live the life you want, and the life you never thought you could.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

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