Our MISSION is to reflect the confidence, honesty and integrity that you would expect from a trusted advisor. We are committed to providing strong financial solutions that are tailored to your needs with an outstanding customer service experience.

We work diligently to exceed client expectations by adhering to our VISION: aligning values with actions.

Our PROCESS is less about products and more around results.  By carefully understanding where you want to go, we can build a plan to help you determine the best way to get there, making updates as your world changes.

 

Jeffrey S Lantz, CLU®, ChFC®

Financial Representative

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