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

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.

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.

 

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