Matthew E. Lysiak, CFP®, CLU®, ChFC®, CLTC®

Financial Advisor

My Mission

"My mission is to help my clients achieve their financial goals and realize their dreams for themselves, their families, and their business or professions.  Working together, we can develop a comprehensive financial plan designed to help you accumulate assets, protect against risk, and provide dependable income throughout your lifetime."

-Matthew Lysiak


People and Process

Let's face it. Most financial planning processes are similar. They begin with some form of assessment of your current situation, which leads to a series of recommendations that form the basis of a strategy.  The strategy usually includes a number of action steps or tactics that collectively constitute your plan.  Ideally, when the plan is implemented, the results bring you closer to your stated goals as outlined in the strategy.

So what is different about my process? ME.

You see, creating a comprehensive financial plan to help you reach your financial goals is as much about the person you choose to work with as it is about the process you go through.  Of course, I rely not only on my own experience and expertise but also on the knowledge and strength of a team of professionals available to me through Northwestern Mutual.  Together, we will provide the guidance you need to start you on the path to financial security.


Helping Create Your Financial Plan

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement.  I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future.

But achieving financial security takes more than creating a comprehensive plan; you also have to take action on your plan and evaluate and adjust it over time.  Together, we'll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings.

Largest Dividend Payout In Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history. Read more.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

How can life insurance benefit you today?

Permanent life insurance is more than just protection for your family in the event of your death. Learn how it can also provide benefits to you and your family while you’re living?

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