Areas of Expertise

As a representative of the Northwestern Mutual Wealth Management Company, I am able to provide you with customized recommendations that will help you plan for your financial future.

  • Business Risk Management
    As a business owner, you know that your presence on the job is crucial. Securing the right kind of business protection can be complicated. Using my expertise in business risk management from Northwest
  • Estate Planning
    You work your whole life to build your estate. You should have control over what happens to it upon your death. Building a lasting legacy takes more than simply accumulating a large portfolio. You nee
  • Financial Planning
    Long-term financial security doesn't happen by chance. Many things in life can have an impact - positive or negative - on your financial well-being. I'm here to help you take control of your future. T
  • Qualified Plan Benchmarking
    Understanding how your retirement plan compares to industry benchmarks for expenses, performance and design is not only a good business practice, it is becoming a regulatory expectation. Based on our
  • Qualified Plan Design Assistance
    Sponsoring a qualified plan is a critically important step toward achieving retirement security for you and your employees. Choosing the right plan design elements will allow you to balance your goals
  • Qualified Plan Employee Education
    Qualified plan benefits are most effective when they are thoroughly understood and properly utilized by plan participants. Quality benefits education is not a one-time event but rather a long term pro
  • Qualified Plan Fiduciary Education
    As a retirement plan sponsor you face a sometimes bewildering array of regulations and responsibilities. It is important to find a source of trustworthy information to help you to manage your responsi
  • Retirement Income Planning
    Becoming a retiree doesn't mean retirement planning ends. Spending your retirement assets can actually be more complex than building them. The investment and savings strategies you used to accumulate
  • Retirement Planning
    Perhaps one of the greatest financial challenges you will face in your lifetime is preparing adequately for your retirement. I will help you create a plan that will assess your current financial situa

Joe Dierks, CLU®, CLTC®

Managing Director

 

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