Our Commitment 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.

Team

Enjoy Today While Planning for Tomorrow 

We can help you in one of two ways: specific tactical need or strategic fee-based planning.

  • SPECIFIC TACTICAL NEED - You have recently experienced or will soon experience a life-changing event (e.g.,marriage, divorce, birth of a child or grandchild, new job, retirement, death or llness of a loved one, etc.). As a result, you want to review one or more of the insurance or investment topics outlined below to address your specific product needs.
  • STRATEGIC FEE-BASED PLANNING - ​You would prefer to pay a flat fee for an expert review of your numerous accounts and properties, titling of your assets, estate planning documents, business succession plans, tax strategies, budgeting, insurance policies, etc. to ensure that your actions are congruent with your goals. The result is a clear and relevant plan with specific recommendations.

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

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.

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

Wealth Management Advisor

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

Let’s make this the year we turn your dreams into plans. Get started.

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