Shannon Steensma, CLU®, ChFC®, CASL®, AEP®, CFP®

Wealth Management Advisor

Our purpose is to bring clarity and confidence to your financial life, which allows you to focus your time on what's most important.

 

Time is the most important resource, yet our lives are busier than ever. In addition to our packed schedules, we are bombarded with an abundance of information at our fingertips. Everything demands our attention and we are left feeling overwhelmed. 

 

Many people have products and services with their attorney, CPA, insurance agent and investment broker.  They desire a comprehensive plan that ties all these pieces together. Without that, it leaves many questions unanswered.  

 

  • How do I create a paycheck when I retire?  

 

  •  How does my investment strategy need to change when I retire?  

 

  • When should I claim my Social Security benefits?

 

  • What impact will retirement distributions have on my taxes?  

 

Our team will take the time to listen, clarify and help prioritize your financial goals and aspirations. We then start building a financial strategy designed to help achieve your vision for the future.

Webcast Available Now: Strength, Stability, and Financial Security in Volatile Times

Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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