WELCOME FROM MICHAEL SCHER'S TEAM

"Inspire People and Impact Lives"

Northwestern Mutual Delafield district team photo

Our Mission

Our qualified team is equipped to simplify the complexities of the financial world so you feel confident in every step of your journey to financial success.

Working with our team puts us in your corner – you will be a part of the entire process as we:

  • Establish financial goals derived from what you would like to achieve personally and professionally
  • Construct a financial analysis that is customized according to your lifestyle and ambitions
  • Maintain a working relationship through routine meetings to review your progress as we continue to implement various planning strategies

What's Different About Us?

Our work is goal oriented and planning driven. We will help you find the most efficient and effective way to accomplish your goals and objectives in life. We help our clients strategically plan to successfully endure any unexpected circumstances that life brings, no matter the economic climate. We will build a lasting relationship with you starting with our first conversation and continuously as we regularly review and facilitate your plan. Michael Scher has the CFP® and CLU® designations and a financial planning staff that is highly qualified to address all financial planning needs. No matter the circumstance, you will feel confident that you are well positioned for financial success in every phase of life.

Community Impact

The Northwestern Mutual - Delafield district office is dedicated to making an impact on the community through charitable giving and various fundraising efforts. To learn more about what we do to give back, visit our community impact page.

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.

Michael Scher

Michael Scher, CFP®, CLU®, CLTC®

Financial Advisor

3960 Hillside Dr Ste 101
Delafield, WI 53018
  • Office 262-646-6737

Contact Me
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Advanced Planning
Library

The Importance of Planning for the Cost of Long-Term Care

This is an important planning consideration that we often cover with clients. Read more here.

What Is Earnest Money When Buying a House?

Earnest money can be a key part of the homebuying process. Here’s what you should know. Read more here.

Should You Pay Off Debt or Start Investing? Ask Yourself These Questions

With the right financial strategy, you may be able to do both. Read more here.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.