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 aren’t where they need to be financially:

  • 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 yank you off that treadmill of life for an hour every quarter 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 many 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®

Wealth Management Advisor

Good News for Our Clients

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

How Much More Room Does This Economy Have to Run?

The Dow is reaching record heights, but is there growth left? Should investors be ready for a downturn? Our experts weigh in on how likely it is that investors will see growth and what causes markets to change course.

Help Pay for Life’s Big and Small Moments

Convert some or all of your term policy to whole life today; it’s quick and easy. Premiums never go up, and your cash value is guaranteed to grow. Learn more now.

 

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