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.


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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

 



James R. Campbell, CLU®, ChFC®

Wealth Management Advisor

If you dream it, we’ll help you live it.

See how our version of financial planning can help you live your dreams today. Learn more.

We’re happy we make you happy.

Our clients rated us #1 in Customer Satisfaction among All Individual Life Insurance Providers. For J.D. Power 2019 award information, visit jdpower.com/awards.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

 

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