Raelene Jo Jeffery, CFP®, CLU®

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.

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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