Joe Baird, CLU®, ChFC®

Financial Advisor

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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.

Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

 

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