Northwestern Mutual in Peru, IN operates as Heartwood Planning Group, a dedicated financial planning partnership rooted in trust. Just as the heartwood is the central, strongest part of a tree providing stability for growth, Heartwood aims to empower clients to secure their financial legacies for future generations. With over 70 years of combined experience, the team focuses on crafting individualized, holistic plans tailored to clients' unique goals and dreams.
Emphasizing collaboration and financial literacy, Heartwood engages clients at every stage of the planning process to deliver a sense of security and peace of mind. Partnering with Northwestern Mutual, the firm boasts the highest financial strength ratings from top agencies, affirming its commitment to excellence and reliability in providing tailored financial solutions. The award-winning team at Heartwood, led by recognized professionals, strives to make a positive impact on clients' financial well-being, ensuring a prosperous future.
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