Lesley N Day, CFP®, CLU®, RICP®

Wealth Management Advisor

At some point money becomes more complicated and the typical advisor is not enough. Planning is dynamic because life is dynamic. Your planning team should be able to adjust and serve you where you are and help coordinate all the details in between. This is how we stand out. What we typically find when we engage with families is that most have done some planning, with or without advisors at their table. However, no one is asking them these pertinent questions. This is where we begin with all of the families we serve.

Our team brings the strategy, the management, the infrastructure, the accountability led by the heart and values of the families we serve to help them make important decisions about their wealth- allowing them more time to truly focus on what is important to them.

Team photo

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.