Start with why.

Your financial plan may be crystal clear. You may be able to describe it with vivid color. You may be confident that your plan is on track.

 

Or…you may be concerned. You may have spent time thinking about your goals, but don't know where to start or where you stand.

 

Whether you value a second opinion or would like to improve your financial plan, a conversation with our team may be what's next.

 

Our mission is to partner with our clients to articulate what is most important to them. We provide expert guidance and foster caring relationships that go beyond the typical planning process. Making smart decisions gives our clients confidence that financial security can become a reality.

 

We are with you now and in the future.

 

 


The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, our team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

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, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Jeremy J Barlow, CFP®

Wealth Management Advisor

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