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Our Value Proposition

We serve select highly compensated professionals, business owners, pre-retirees and retirees.  Our expertise in client education allows us to work alongside you, asking the difficult questions to develop financial strategies for wealth accumulation, protection and transfer that enable you to honor important promises you make to those you care about.  We have a proven process and take a long term planning perspective that includes regular in person client briefings to help you achieve financial independence and peace of mind.

 

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Joe S. Baird, CLU®, ChFC®

Financial Representative

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