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 a Bigger Home Affects Your Budget

Upsizing your home means you’ll have more room to entertain, store your stuff and grow your family — but you’ll also have higher expenses. Read More

How Does an Annuity Work?

It can work as a part of your overall financial plan to provide you with guaranteed payments in retirement that will last as long as you live. Read More

What Is Financial Planning?

You can create basic strategies to manage your money that will help you organize your goals and celebrate life’s milestones with a sense of security. Read more

 

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