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.

Webcast Available Now: Strength, Stability, and Financial Security in Volatile Times

Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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