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

Wealth Management Advisor

Engaging with our Team

Our job is to be your trusted financial planning team, helping to ensure you make the right choices regarding your Wealth Management, Insurance, and Personal or Estate Planning needs. While acting as your fiduciary, we provide comprehensive financial planning with a team approach to help create a road map for both your professional and personal financial goals.

When it’s a matter of planning for the future, realizing the need to take greater control of your financial future is the first step. Choosing a team who have the ability, resources and knowledge to help best address those needs is the next step. That’s where we come in to help with your goals and overall financial planning.

We specialize in working with medical professionals, business owners, and professionals to identify and achieve their financial goals.

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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