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®

Wealth Management Advisor

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