Qunnie Lin, CLTC®
Financial Advisor


Lin Wealth Management

Our Mission

"My team and I endeavor to help our clients discover and achieve their financial goals through comprehensive financial planning. We are committed to building strong, long-term relationships by providing unparalleled service and continuous financial guidance."

                                                                                                                  - Qunnie Lin

 Getting To and Through Retirement

Many people are focused on saving a certain amount for retirement but don't think about what they're going to do with that money once they reach retirement—to make it last as long as they do. The strategies you use to get to retirement are not the same strategies you'll need to make sure your money lasts through retirement.

What's Your Vision for the Future of Your Business?

The transition of your business takes careful and strategic planning, so it's important to start early. This white paper can help you weigh the pros and cons of your potential successors and help evaluate transfer strategies to fit your goals and tax needs.

Download Now

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.

What's Next

These days, it’s more important than ever to have a plan. Let’s plan what’s next for you. Get started.

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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