Jay Williamson, CLU®, ChFC®, CFP®

Wealth Management Advisor

A Message from Jay Williamson

 “Plans fail for lack of counsel, but with many advisers they succeed”   -Proverbs 15:22

 

Our mission is simple.  We are servants.  We help our clients define and clarify their goals.  We develop steps needed to reach those goals and then most importantly, we insure that the actions are implemented in a fashion that feels right and comfortable and then we work together with you to stay on track. 

 

This is all done with integrity and clarity and results in satisfaction, peace of mind and the joy that comes with achievement.

 

All this with empathy and an understanding that the language around these issues can be foreign and that can be a barrier to progress-simply put, we will make sure it is all understandable and may actually become...fun!

 

 
 

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