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.

The Fed Lowers Interest Rates Again

Here’s our take on the Fed’s decision to lower its key interest rate by a quarter point. Read more.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

How One Couple Built Their Dream Backyard

One couple saw a property flaw as the chance to create the backyard of their dreams. Read more.

 

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