Shannon Steensma, CLU®, ChFC®, AEP®, RICP®, 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.

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.

Here’s How Tax Brackets Work

Tax brackets can be confusing but we can help explain how you can use them to estimate your tax bill. Read more here.

Steps for Financial Planning Throughout Your Life

Anyone can benefit from a mapping out a financial roadmap that shows you how to reach your financial goals. Read more here.

How Much Money Do You Need to Live Comfortably in Retirement?

The answer is different for everyone so your plan should focus on setting up the income you’ll need. Read more here.

 

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