Heather Needham, CDFA - Northwestern Mutual

Heather Needham, CDFA - Northwestern Mutual Providing financial and insurance services, focusing on women and clients experiencing divorce.

Your child’s future may not follow a single path—and your savings strategy shouldn’t either. Read this article to learn ...
05/18/2026

Your child’s future may not follow a single path—and your savings strategy shouldn’t either. Read this article to learn how to build a plan that fits your family’s needs. http://spr.ly/6187BBu0YL

Young households are spending less and saving more. Read this article for ideas on how you can take control of your fina...
05/11/2026

Young households are spending less and saving more. Read this article for ideas on how you can take control of your finances, and then let’s connect so we can build a plan that’s tailored to your goals. http://spr.ly/6180BB3jjI

I can guide you through major milestones like sending the kids off to college. Reach out if you’d like to discuss the de...
05/04/2026

I can guide you through major milestones like sending the kids off to college. Reach out if you’d like to discuss the details. http://spr.ly/6189BBKAiU

04/27/2026

Here are the new 401(k) contribution limits for 2026. Learn more about what this might mean for your overall retirement strategy. http://spr.ly/6184B6ztyy

Americans dream of retiring comfortably with $1.46 million, but many aren’t saving enough. Let’s take the guesswork out ...
04/20/2026

Americans dream of retiring comfortably with $1.46 million, but many aren’t saving enough. Let’s take the guesswork out of your future by creating a clear retirement savings plan just for you. http://spr.ly/6183B6WQ8U

Life insurance isn’t one-size-fits-all. Let’s talk about how your income, debt and family goals impact your coverage nee...
04/13/2026

Life insurance isn’t one-size-fits-all. Let’s talk about how your income, debt and family goals impact your coverage needs. http://spr.ly/6189hCK4L

Many people rely on life insurance through work, but it’s often not enough. We can help you review your coverage and bui...
04/06/2026

Many people rely on life insurance through work, but it’s often not enough. We can help you review your coverage and build a strategy that protects what matters most. http://spr.ly/6184B6uwBa

Don’t let tax season surprises derail your financial plan. Learn what you need to know about living and working in diffe...
03/30/2026

Don’t let tax season surprises derail your financial plan. Learn what you need to know about living and working in different states. http://spr.ly/6189B6K5nd

When it comes to taxes, different retirement accounts work in different ways. Please reach out if you’d like to discuss ...
03/23/2026

When it comes to taxes, different retirement accounts work in different ways. Please reach out if you’d like to discuss how you can use this to your advantage. http://spr.ly/6181hH5Pc

A bonus is a great perk—but it can help to understand how it’ll get taxed. http://spr.ly/6189hqFxf
03/16/2026

A bonus is a great perk—but it can help to understand how it’ll get taxed. http://spr.ly/6189hqFxf

Address

1600 Aspen Commons, Suite 800
Middleton, WI
53562

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16086623931

Website

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