Your home for integrated wealth management planning.

You’ve worked hard to save and plan for your future.

Now it’s time to create an integrated plan that seamlessly blends the very best offensive and defensive strategies. One plan to build wealth and manage risks. With deep roots in financial planning, our team focuses on aligning your goals with a strategic roadmap that delivers peace of mind and clarity.

Our clients appreciate that we’re transparent about fees and foster open communication. You’ll find our expert planning process refreshing and straightforward.

Our talented team is backed by the collective wisdom and resources of a Fortune 500 company, with all the personal service and attention of an exclusive practice.

Let’s talk more about your goals.


Team photo

YOUR BRIDGE FROM WORKING TO RETIREMENT YEARS

When will you stop working? How will you generate income? How much can you spend?

The transition to retirement looks different for everyone, but the universal questions are the same. A comprehensive retirement strategy is even more nuanced than financial planning during your working years.

Our team is versed in it all. We’ll work through the issues, big and small, to help ease you toward successful retirement years. Some considerations:

Budget Considerations Social Security Optimization
Pension Options Tax Considerations
Portfolio Strategy Required Minimum Distributions
Housing Decisions Withdrawal Rates
Loss of Spouse Inflation & Market Risks
Age-Related Risks Life Insurance Usage
ROTH Conversions Portfolio Rebalancing

 



The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

James R. Campbell, CLU®, ChFC®

Wealth Management Advisor

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Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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