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

Wealth Management Advisor

206 N Broadway Ave
Albert Lea, MN 56007-2434
  • Office 507-377-1686

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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.

The economic recovery and what it means for you. Hear the insights from our leadership.

Watch the video.The leaders of Northwestern Mutual share their insights on the economy, monetary policy, the markets, managing financial risks, and what it all means for your finances. 

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

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