Philip J Schlemmer, RICP®, CFP®, CLU®, CFA®, WMCP®

Wealth Management Advisor

Create Your Financial Plan

Achieving financial security takes more than simply creating a comprehensive plan.  In order for your plan to be successful you must take action, evaluate, and adjust it over time. Together, we'll create a comprehensive plan to help protect you and your family.  Let us help you make the adjustments necessary to be prepared for whatever life brings. 

The Unique Approach to Retirement Income Planning 

People will spend decades saving for retirement. But are they taking the steps needed to minimize the six most common risks that can impact their financial security in retirement. This video highlights those six risks

 
 

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

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How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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