Jeffrey S Lantz, CLU®, ChFC®

Financial Advisor

Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

Jeff specializes in working with corporate executives, physicians, and business owners.  Representing the Northwestern Mutual since 1982, Jeff takes a holisitc approach to planning in order to fully understand client needs to build an achievable roadmap towards financial security.  With access to world class products, Jeff helps his clients to accumulate assets efficiently with distribution in mind. 

Jeff carries the following professional designations:

CLU®

Chartered Life Underwriter

The CLU® designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation and distribution of the economic values of human life. For Financial Representatives such as Jeffrey Lantz, as well as field managers and others involved in providing life insurance products to the public, the CLU® designation is the common bond for continuing growth and commitment to professionalism.

ChFC®

Chartered Financial Consultant

The ChFC® program focuses on the organized way to collect and analyze information on a client's financial situation; to help clients identify and establish specific financial goals and to formulate solutions to help meet those goals. The ChFC® program provides financial professionals with in-depth knowledge of the skills needed to perform needs analysis for their clients.

Years of Experience

Representing Northwestern Mutual since 1982.

Education

Degree Major Institution
Bachelor of Science Industrial Management Georgia Institute of Technology

Awards and Recognition

 

National Association of Insurance and Financial Advisors Quality Award 2011-2015

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 1984-2010

Award recognizing persistency and performance

 

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