Lesley N Day, CFP®, CLU®, RICP®

Wealth Management Advisor

OUR VALUE

Our team enables our clients to find clarity in their lives by providing a safe place to unload worries from their head and heart allowing them to focus on what is really important.

Value Proposition

To help families and individuals dream, plan, and choose wisely to manage and protect their wealth. To assist and guide clients who also desire to leave a legacy.

  • As a Registered Representative of Northwestern Mutual Investment Services, LLC, I have access to a wide array of investment products and services.
  • As a Wealth Management Advisor of The Northwestern Mutual Wealth Management Company, I have access to trust and advisory asset management services and Fee-Based Planning.
  • For over 18 years, my role with clients goes beyond just providing expert guidance in the creation of your financial plan. I also help my clients with the implementation of their plans through a combination of local relationships, innovative investment, and insurance solutions.
  • Earned CERTIFIED FINANCIAL PLANNER certification; Member NAIFA, FPA - Financial Planning Association and Physicians Nationwide, a group of qualified and experienced Northwestern Mutual Financial Representatives who specialize in serving the unique financial needs of physicians.

Wealth Optimization graphic

Copyright 2016 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.
 

Fee-Based Financial Planning

Our approach begins by helping you discover what is important to you and ends with a plan that reflects your core values. Working with clients, we offer to develop a comprehensive financial plan as a guide to achieving their financial goals.

Menu of Services

  • Business Succession Planning/Business Exit Strategies
  • Retirement Income Distribution Strategies
  • Education Planning Strategies
  • Intergenerational Planning Strategies
  • Estate Planning and Liquidity Strategies
  • Cash Flow Planning/Budgeting
  • Charitable Gifting Strategies
  • Key Executive Benefit Planning
  • Accountability
  • Strategy
  • Infrastructure

Strategic Focus

  • Market Focus - Medical, Business Owners, Pre-retirees, High Net Worth families, and those entering into retirement.
  • Service Focus - Retirement accumulation and distribution, risk management, protecting the wealth we build, legacy planning.
  • Geographic Focus - Serving clients in the Triangle area.

 

 

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