How We Serve

There are way too many voices in today’s financial conversation for anyone to be expected to contextualize advice on their own. If you’re feeling fairly confident in your current situation, but unsure who to trust to help put you in a great position for retirement, our team would love to help.

Behavioral Financial Planning

We work to match your behavior, dreams and goals with our solutions to develop a successful financial plan.

Retirement Distribution & Income Planning

By creating a personalized retirement income strategy, we help address timing of withdrawals, tax ramifications of sales, and making your money last all the way through retirement.

Strategic Wealth Management Solutions

We use strategic, tax-sensitive wealth management strategies that help you get the most out of your hard-earned dollars.

Risk Management Solutions

In order to enjoy what will likely go right, we need to protect you, your family and your future against what may go wrong.

Implementation & Knowledgeable Support

We aid in the implementation of your plan and provide a financial planning experience that helps remove worry and allows you to spend more time doing the things you enjoy.

Business-Minded Financial Stewardship

We steward your money like a business, making math-based, non-emotional decisions.

Awards and Recognition

 

National Association of Insurance and Financial Advisors Quality Award 2012-2015

Award recognizing commitment to excellence in service to clients and industry

Paul Gerald Hodge
Wealth Management Advisor


Varsity Wealth

 

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