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 Webcast Replay – View Now

Learn to navigate your options and make informed decisions based on your unique circumstances in this free 30-minute webcast, Maximizing Social Security: How and When to Claim Your Benefit.

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The Driving Factors That Could Make the Markets Move

This month’s podcast  what will make the markets move and possibly when. View it now. Like what you hear? You can subscribe to the podcast on iTunes or RSS.

How can life insurance benefit you today?

Permanent life insurance is more than just protection for your family in the event of your death. Learn how it can also provide benefits to you and your family while you’re living?

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