Our Committment to You

When it comes to financial planning, the details really do make a difference. My team and I pledge to our clients that we will take care of ALL of the details needed to help ensure a financially secure future for them and their families. It is imperative that every client not only have a solid financial plan but understand it in a way that provides them the confidence they need to sleep well at night. We work with all types of clients but specialize with closely held family businesses, female physicians, and those approaching retirement.

Enjoy Today While Planning for Tomorrow 

Our financial planning process is designed to help you make the most of your money so you can balance the life you want now and later. Our integrated approach helps you build an achievable, flexible financial plan with the right mix of insurance products and investment strategies to help get you to your goals.

  • START WITH WHERE YOU ARE - To get you where you want to go, we'll help you understand where you are today.
    • Your priorities,values & goals
    • Your income
    • Your assets
    • Your liabilities
       
  • PROTECT WHAT YOU HAVE - Life is full of ups and downs. We'll help make sure you have everything you need for both.
    • Life insurance
    • Disability insurance
    • Emergency fund
    • Long-term care planning
       
  • TACKLE YOUR DEBT - We'll help you balance paying down debt while you make progress on other goals.
    • Credit card debt
    • Student loans
    • Mortgage & other loans
       
  • GROW YOUR MONEY - Get realistic saving and investing strategies to help achieve each of your goals.
    • Retirement income strategy
    • Growing your family
    • Buying a home
    • Saving for college
       
  • TAKE ACTION - Get a step-by-step guide to put your plan into action, and a partner to help you every step of the way. And as your priorities change, your plan will, too.
    • A personalized budget
    • Goal calendars & contributions trackers
    • Insurance & investment recommendations
    • Estate considerations

 

Jessica M Majeski, CFP®, ChFC®, CLU®, RICP®, CLTC®

Wealth Management Advisor

#IfItWasUpToMyKid

Home is where the greatest moments are shared and where the most valuable and meaningful memories are made. But sometimes, life happens. From technology and social media to work-life imbalance to competing schedules, families can struggle to be present and connect on a more personal level at home.

This fall, Northwestern Mutual wants families to find that connection at home again. Parents can submit a video or photo of their kid's ultimate home experience inspiration — the bigger, the more out-of-the-box, and the more imaginative the ideas, the better — and we may just ring your doorbell to make your dream a reality!

To enter:  Join the conversation on social and enter to win with #IfItWasUpToMyKid! 

Learn more and submit your entry here now.

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.

 

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