Peter A Mortka, CFP^®, CLU^®, ChFC^®

 

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Get Involved in Our Volunteer Initiative

Watch how Northwestern Mutual employees and financial representatives are “leaving a legacy” by volunteering nationwide. Tell us how you’re giving back on our Facebook page.

Going Green

NMIS Online clients can support efforts to go green by enrolling in electronic delivery (e-delivery) of brokerage account statements and trade confirmations.

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New Interactive 2009 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security.

Our interactive report features clients talking about why they felt secure in an unstable economy.

View Interactive Annual Report

Ratings agencies affirm Northwestern Mutual’s top rating – again!

For the 19th consecutive year, all four major ratings agencies affirmed Northwestern Mutual’s best-possible insurance financial strength ratings. See what Fitch Ratings, A.M. Best, Moody’s Investors Service and Standard & Poor’s said about Northwestern Mutual’s consistent strength and stability.

Northwestern Mutual and Forbes launch the new Fact & Comment page

Forbes and Northwestern Mutual partner to launch a new page titled Fact & Comment on the Forbes.com Web site, offering expert insights from leaders in business and beyond.

Go to Fact & Comment page

Dividend Announcement

Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

Click here to read more

Lessons from the U.S. Open

It takes both strength and consistency to reach the top of any leader board. See how Northwestern Mutual stacks up on the industry leader board.

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Managing Your Money In A Downturn

Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF).

Hard work, discipline, expertise, and financial planning transform aspirations into reality. Wherever you may be on the road to success, professional guidance can help you achieve your goals toward of financial security and continued growth.

Whether you are seeking to preserve the full value of the success you have already achieved or looking to grow your assets over the long term, I can help you create a personal plan that addresses your specific goals.

A good financial plan will lay out what you need to do today to help achieve your goals for tomorrow. It should take a broad range of areas into account such as, including retirement planning, education funding, estate planning, investment planning, and asset allocation, to make sure your investment portfolio is designed to match your circumstances. I will help you gain a clear understanding of these interrelationships which will prove valuable as you confront the evolving economic issues.

Regardless of the complexity of financial issues you face, no time is better than the present to get started. The sooner you can plan ahead, the better the outlook for a financially secure future. Contact me today.

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Peter Mortka.

My Mission

My mission is to help clients attain financial security for their families and businesses. Because you cannot predict the future, I will help you plan for the best and worst case scenarios and create a long-term relationship. I am committed to providing expert guidance and innovative solutions, and will work to create long-term relationships based on quality service and integrity.

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Peter Mortka.

Northwestern Mutual Financial Network

We provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience.

What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of the Northwestern Mutual Financial Network, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.