Michael Polan, CFP - Next Phase Advisory Group

Michael Polan, CFP - Next Phase Advisory Group Mike Polan is a wealth management advisor for Northwestern Mutual Wealth Management Company.

He is committed to providing clients with guidance that allows them to retire with confidence & have a legacy plan in place. Clients trust him because he has their best interest in mind and makes recommendations based on a long-term view. He guides his clients through a process that allows them to crystalize their vision for the future – then backs into a plan that helps bring that vision into rea

lity. Mike joined Northwestern Mutual here in Chicagoland’s Western suburbs in 1990. He graduated from Bradley University in Peoria with a bachelor of science in economics and finance. He went on to earn his CERTIFIED FINANCIAL PLANNER™ certification from The American College of Financial Services which is equivalent to 18 semester credit hours earned and requires sitting for & passing a 6-hour exam. He also holds a Chartered Life Underwriter (CLU®) & Chartered Financial Consultant designation and is 6, 7, 63 & 65 registered. During his financial services career, he has earned several awards including the National Quality Award. He and his wife Pam have been married for 20 years and are proud residents of the Wheaton area. They have two children, Connor (14) and Shaye (12), that keep them very busy. They enjoy spending time at their lake house in Wisconsin and attending their children’s lacrosse and tumbling events.

Annuities can be a great way to add certainty to your financial plan — both when you’re saving for and creating income i...
05/28/2019

Annuities can be a great way to add certainty to your financial plan — both when you’re saving for and creating income in retirement.

Maybe you have heard of annuities, but don’t quite understand them yet. If you’re wondering what is an example of an annuity, we’ll break them down for you.

Will the latest round of tariffs be a short-lived disruption, or something with staying power? Our Chief Investment Stra...
05/22/2019

Will the latest round of tariffs be a short-lived disruption, or something with staying power? Our Chief Investment Strategist weighs in on the latest twist in U.S.-China trade talks.

Trade fears have once again appeared in the markets, but should long-term investors be worried? Here’s what to know about the latest U.S.-China trade talks.

05/21/2019

While the markets dipped over the past week, they’re still up for the year.

Major developments in the U.S. trade war with China moved markets in the past week, although not substantially.

Now may be a good time. Here’s why.
05/18/2019

Now may be a good time. Here’s why.

Converting some or all of your traditional IRA funds to a Roth can have big tax advantages. Here’s when a Roth conversion makes sense.

05/15/2019

Tariff increases on Chinese goods are now in effect, and the U.S. is threatening more.

The stock major indexes swing wildly as trade discussions break off and the U.S. raises tariffs on China — and pledges to impose new levies

05/13/2019

A slew of strong reports helped. Please reach out if you’d like to discuss your financial plan.

The S&P 500 and the Nasdaq set records yet again during a week in which the jobless rate fell to a 50-year low.

It’s likely worth millions of dollars to you.
05/02/2019

It’s likely worth millions of dollars to you.

You have auto insurance, homeowner’s insurance, health insurance – even, perhaps, pet insurance. So, on top of it all, is disability insurance worth it? Short answer: yes. Here’s why.

05/01/2019

Please reach out if you’d like to discuss your investing strategy. Strong earnings reports and GDP pushed stocks higher.

Upbeat earnings news and a stronger than expected initial first-quarter GDP reading push stocks higher.

Please reach out if you’d like to discuss an annuity for your retirement planning.
04/25/2019

Please reach out if you’d like to discuss an annuity for your retirement planning.

Annuities can be a great financial tool for your retirement. Here’s what you need to know about the different types of annuities so you can find one for your situation.

04/24/2019

Please reach out if you’d like to discuss your investing strategy. Some analysts are raising Q1 GDP forecasts, here’s why.

Investors are gearing up for earnings news from bellwethers and the government’s first estimate of Q1 GDP this week.

In this case, it’s always a good sign when the numbers bore our experts.
04/18/2019

In this case, it’s always a good sign when the numbers bore our experts.

We keep close tabs on bank earnings for signs of trouble in the economy, and we weren’t disappointed by what we saw in the numbers. Here’s what the 2019 bank earnings signal for the economy.

04/16/2019

A few early reports are in. Here’s how they did.

The markets finish the week strong after Q1 earnings news from banks and Disney’s good week push the S&P 500 and the Dow back to within 2 percent of their all-time highs.

Address

1901 Butterfield Road Suite 300
Downers Grove, IL
60515

Opening Hours

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

Telephone

+16303532388

Website

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