Charles R Solberg, CLU®, ChFC®

Wealth Management Advisor

For many business owners and busy professionals, there’s little time left after career and family to deal with personal finances. Unfortunately, being too busy can be costly.

You’ve likely saved some money, bought some life insurance and maybe even invested in the market, but have you really taken the time to look at your current financial situation in totality. More importantly, have you taken the time to ensure your financial future will be more secure?
 
That’s where I come in. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your insurance and investment needs, and provide comprehensive solutions for helping to achieve a financially secure future.

Expert Guidance and Innovative Solutions

As a member of Northwestern Mutual, I have access to some of the most specialized financial expertise in the country. I am also able to provide you with high quality risk management and investment solutions.
 
Helping my clients to achieve financial security with an appropriate mix of expert guidance and innovative product solutions is a very personal matter. My commitment to you is to call on the full capabilities of Northwestern Mutual, drawing upon my own skills and the expertise of qualified specialists to help you meet your personal financial and business goals.
 
Along the way, my hope is that we establish a trusting relationship, one that will endure and grow as your life changes and your financial needs evolve.  

My Mission

The best mission statements are simple and clear. Mine is to help my clients manage financial risk and achieve financial security through a combination of expert guidance and financial solutions. I am guided in my work by a belief that I will always put the interest of my client’s first and do what is right all of time.

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

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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