Steven S Kopala

Financial Advisor

  • Office 847-573-6826
  • Mobile 773-988-2531

Helping You Create a Financial Plan That Grows With You

Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, Steve Kopala can help you identify your goals and dreams and develop a plan that addresses these needs and gets you started on the path to financial security.

 

Planning for Financial Security with Northwestern Mutual

Steve Kopala and his team take both a defensive and offensive approach to help you achieve financial security. It all starts with a solid foundation to help protect against unexpected rick, steps to accumulate wealth, and strategies to turn your assets into predictable income in retirement and leave a legacy.

With access to a wide range of financial planning expertise, Steve Kopala and his team are uniquely equipped to help you turn your challenges into rewards and achieve the future you envision. Take a few minutes to watch this short video to learn about Northwestern Mutual's comprehensive approach to personalized financial planning and how doing so can help you achieve the future you envision.

 

Invest with Confidence: Find Your Balance with Asset Allocation

When investing, it’s important to not focus all your efforts on one thing, or in one place or you could lose everything. This video illustrates why it’s so important to spread investments across various asset classes.

 

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

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.

Financial Planning with Northwestern Mutual

Learn about our personalized financial planning process and what you can expect from me when we work together.

Read more in this ebrochure.

 

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