Raelene Jo Jeffery, CFP®

Wealth Management Advisor

Integrity. Value. Strength.

Financial security does not happen by chance.  It happens by being intentional and taking action so your financial future unfolds by design rather than by chance.  Taking action today, to gain the confidence you will realize your goals, your dreams of tomorrow. 

We help clients plan and take the action necessary to secure their financial future. Our process examines both risk protection and weath accumulation.

The Power of Partnership

We are catalysts. Inspiring our communities to become more financially secure - one person, one family, one business at a time.  Every life matters.

The complexity of the financial landscape can make it difficult to identify and develop solutions that are in keeping with financial goals.  Northwestern Mutual brings strength and solutions - a powerful partner committed to helping you build a solid financial future.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

Is Grad School Worth It? Questions to Ask Yourself Before Applying

The decision is as much a financial as an educational one. Read more.

10 Questions to Ask Your Home Inspector

Getting ready to make an offer on a house? Don’t forget to include a home-inspection contingency in your agreement of sale. Here are a few questions to ask your home inspector.

 

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