We exist to EMPOWER clients to:

LIVE for today.

PLAN for tomorrow.

PARTNER with us along the way.

 ____________________________________________________

Give your kids a jump start on Financial Literacy by inviting Sherri over for a family meeting. 

   
   

 

When the kids are out of the house, making smart financial choices is the last thing on their minds.  You were there once, remember?  And yet we've learned, sometimes from mistakes.  Provide your kids the opportunity to make smart financial decisions.  Help them make less mistakes than you or your parents may have.  It might start by Sherri explaining the Life Insurance policy you took out for them when they were young.   Here is another way Sherri helps spread Financial Literacy.

____________________________________________________

 

My Mission

As a Northwestern Mutual Financial Representative, in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation. By matching your needs with innovative financial solutions, I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself.

                                           

                                                                                    Sherri A. Mitchell, CLU, CFP®

To evaluate your own situation, please take a look at the Financial Checkup calculator, and see what your life expectancy might be when you play the Longevity Game!

Sherri A Mitchell, CLU®, CFP®

Wealth Management Advisor

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

Celebrating 160 Years

Chairman and CEO John Schlifske shares his thoughts on Northwestern Mutual’s rich and eventful history and where we are going in the future while keeping the most important thing in mind … you, our clients.

View Video

 

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