Keith Frye

Managing Director

WELCOME!

Many people look back on their lives with two forms of financial regret. One is the regret of not accumalating enough resources and the other is having a healthy balance sheet, but failing to enjoy the blessings God has given them. Keith Frye helps his clients find that delicate balance between the two, and gives them a roadmap for success. Anyone who knows Keith greatly appreciates his high level of professionalism, integrity, and geniune desire to see people reach their goals and dreams. He is dedicated to EXCELLENCE and more importantly leaving a LEGACY of IMPACT.

My Mission

"It's very simple, to help others WIN!"

- Keith Frye

 


The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.


Our Financial Planning Process

Whether you’re just starting out, well on your way to living your dream or eagerly approaching retirement, make sure you’re financially prepared to achieve a lifetime of goals. I can help you reach them with a personalized financial plan.

My team and I will apply time-tested strategies, providing education and expert advice to help you make decisions based on your priorities. And as your circumstances and priorities change over time, we’ll work with you to revise your plan so you can meet each of life’s challenges head on and celebrate your accomplishments along the way.

Our Northwestern Mutual financial planning process involves four steps:

  1. Identify your goals.
    First, I’ll make sure we understand what’s important to you and your loved ones, where you are today and where you want to be in the future.
     
  2. Develop your personalized plan.
    I’ll then analyze your financial situation and develop recommendations that can help you and your family achieve financial security.
     
  3. Implement your strategies.
    Together, we’ll bring your financial plan to life with proven financial products and quality solutions.
     
  4. Review your plan.
    Even small changes in your life can impact your financial plan. We’ll help you adjust your plan as needed to stay on track.

And although your financial strategy will be unique to you, we’ll ensure that it’s built on a solid foundation to help you protect against the unexpected, accumulate wealth and preserve what you’re working so hard to achieve.

If you’re a business owner, we recognize there’s no separating the goals you have for your family and the goals you have for your business. That’s why we offer a process that addresses both, allowing you to create a competitive business advantage and live the life you envision.

You’ll be supported by a team of experts who specialize in business planning – such as employee benefits, insurance and exit planning – alongside those who specialize in personal financial planning and estate planning.

Learn more about the business planning, products and solutions under the Services tab on this website.

Take the First Step

Regardless of whether or not you own a business, our personalized approach to financial planning is much like building a custom home – designed to your specifications, built to meet your goals. Learn more about how we help our clients live the life they envision in this two-minute video.

Then, take the first and most important step toward creating a lifetime of financial security. Contact me to set up a meeting. And in the meantime, consider downloading and completing our Guide for the Future. It’s designed to help you record important information and clarify and document your financial goals.

If you dream it, we’ll help you live it.

See how our version of financial planning can help you live your dreams today. Learn more.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

Is Grad School Worth It? Questions to Ask Yourself Before Applying

The decision is as much a financial as an educational one. Read more.

 

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