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Our Financial Planning Approach

Our team is focused on helping you create financial security. This means something different to each individual or family because it’s specific to what matters most to you and what is going on in your world. Our role is to guide your actions to be in sync with your financial intentions.

We have found that there are two primary reasons why many people's action are not in sync with their financial intentions:

  • The first is that most people are very busy. The urgent most often will take precedent before the important. Because of this, many people feel a lingering stress over their finances. Our role is to pull you off that treadmill of life for an hour every quarter or every year depending on your situation to make sure you are working to achieve your financial goals so you can get back to what you do best.  

  • The second reason is most people, if they’re honest, just say, “I just don’t know what I don’t know.” Our team has dedicated our professional careers to being the experts in all areas of planning- investments, insurance, tax planning, retirement planning, retirement distribution planning, estate planning and employee benefits so we can give you the expertise to make the best decisions possible

Nicholas James Shultz, CFP®, RICP®

Wealth Management Advisor

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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