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

The Importance of Planning for the Cost of Long-Term Care

This is an important planning consideration that we often cover with clients. Read more here.

What Is Earnest Money When Buying a House?

Earnest money can be a key part of the homebuying process. Here’s what you should know. Read more here.

Should You Pay Off Debt or Start Investing? Ask Yourself These Questions

With the right financial strategy, you may be able to do both. Read more here.

 

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.