team photo

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

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.

 

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