Jeff A Wells, CLU®, ChFC®, CASL®, AEP®, CLTC

Financial Advisor

 

WELCOME STATEMENT

Life never stands still. It evolves, changes direction, and leads to new possibilities. That means your approach to financial security cannot be static, because as your life changes, so do your needs and goals.

Working together, we can help you identify your financial goals and objectives to help you prepare for the future and help protect you if life takes an unexpected turn. Keeping pace with life's changes is important. Let me help you achieve a secure financial future.

My Mission

My goal is to assist my clients in achieving financial freedom and to advise them as if I were advising my own family. I help my clients achieve growth by aligning with Northwestern Mutual's foundation of "doing the right thing".I do this through planning and 30 years of continued education in this diverse financial industry.  

- Jeff A. Wells

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Social Security Won’t Be Enough: 6 Reasons to Consider an Income Annuity

Learn how you may be able to save less to meet your retirement income goals, keep up with inflation, and create guaranteed retirement income that never runs out.
Download FREE guide

When is it a good time to take on debt?

When you want something such as an education, a new car, a new TV, or a home, it’s not uncommon to take out a loan or even use your credit card. In this month’s Ask the Financial Expert column, our experts weigh in on the topic and discuss “good debt versus bad debt” and how debt as a whole affects our economy.

Research Reveals “Financial Realities” for Americans Today

Following the global financial crisis, Americans have embraced a distinctly more conservative approach to their finances, and widened the timeframes in which they expect to achieve financial goals, according to research by Northwestern Mutual.

Financial Realities Study: Changing Timeframes