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When people look back on their lives, they often find that they are more successful than they thought they'd be, and have saved less than they intended. They find themselves in financial situations that are more complex and less predictable than they anticipated. By listing your goals and objectives, identifying your assets and liabilities, and comparing what you have to what you want, I can provide you with risk protection that can help make your goals a reality. My MissionAs a Northwestern Mutual Financial Network Representative, I am committed to building mutually beneficial long term relationships by assisting interested people in areas of wealth accumulation and preservation while taking advantage of current tax laws. I will accomplish this by emphasizing the importance of focusing on the customers' goals and objectives, and providing top quality solutions with the highest level of honesty, integrity and customer service while exceeding their expectations.Northwestern MutualWe provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience. What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of Northwestern Mutual, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed. |
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© 2012, The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from your Financial Advisor. Northwestern Mutual is the fleet name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of Northwestern Mutual. James M Smallegan is an Insurance Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance), and a Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 901 Wilshire Dr Ste 300, Troy, MI 48084-5611, 248-362-2220, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org). NM and The Wilshire Financial Group are not broker-dealers or registered investment advisers. There may be instances when this agent represents insurance companies in addition to NM or its affiliates. The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states. James M Smallegan is primarily licensed in Michigan and may be licensed in other states. |
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