Our Mission

We help our clients choose how to live their best lives.

Team

Our team delivers a holistic understanding of your unique financial situation and creates a comprehensive plan to help you reach your goals, building trust through integrity.  Providing clear communication, professional service and financial education, we take time to develop relationships and meet your needs while securing confidence in your future.


OUR PROCESS

1. Discovery

Our team will work to understand your current circumstances and support your personal, business and financial goals. Whether you're looking to protect, grow or transfer wealth for the future, we do more than determine a planning solution; we will build a strategy that is right for you.

2. Decision-making

Financial planning doesn't happen by chance; it is the product of sound decision-making and requires a commitment — yours and ours. As issues arise, we act as a wise sounding board for ideas that you are considering and educate you with options to balance your short-term needs with your long-term objectives.

3. Results

We keep you on track. Our team cares more about you and your money than anyone who doesn't share your last name. Let us help you ensure that your financial future exceeds your expectations.

Meet Our Team!


What is Estate Planning?

Our estate planning 101 breaks down the basics in 5 steps, so you can ensure your wishes for yourself, your loved ones and your most prized belongings are carried out on your terms in the event of your illness or death.

Plan for the Success of Your Business

No matter where your business is in its life cycle, we recognize that the goals you have for your business and family are likely intertwined. Our team specializes in business planning and will work closely with your other advisors to manage the full scope of your needs and goals.

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, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

Shawn W Phelps, MBA

Wealth Management Advisor

If you dream it, we’ll help you live it.

Let’s make this the year we turn your dreams into plans. Get started.

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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