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2011 Annual Report
One of the “World’s Most Admired” Companies
Dividend AnnouncementNorthwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies. Click here to learn more. Build Your Foundation For Life
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My goal is to help my clients think clearly about their best intentions, and work with them to create financial certainty in achieving their goals and objectives. This is accomplished by aligning your dreams and passions with your checkbook. Whether you are planning for your own financial needs or those of your family or your business, I can help you find the right answers. I will conduct thorough fact finding, ask challenging questions, and take the time to get to know you. My primary concern is to see that you can face your financial future with dignity and freedom. Contact me today to request a comprehensive planning review . . . a simple step that may have an enormous impact on your financial well-being for years to come. Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Lance R. Williams. |
My MissionMy mission as a financial advisor is to help you align your current financial picture with your present and future financial goals by performing a comprehensive financial analysis, and providing a comprehensive financial solution. I will help you understand the complexity of issues faced by successful individuals and businesses alike and the importance of having a sound financial plan in place.Northwestern MutualWe provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience. What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of Northwestern Mutual, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed. |
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