Jeffrey P. Peterson, CLU®, ChFC®

Wealth Management Advisor

Financial security is a core objective in everyone's life. You do your best to look after those you care about, yet the wrong financial decision can undermine the best of intentions. Whether you are concerned for your own financial needs, those of your family or your business, I can help you assess those needs and provide suitable and exemplary solutions.

My Mission

My mission as a Northwestern Mutual Financial Representative is to help you discern your current financial position and your future financial goals. Along with a Network of Specialists, I provide innovative solutions using world-class insurance services and internationally recognized investment products. I work hard to develop enduring relationships with my clients.

Northwestern Mutual

The Network provides you with access to a nationwide network of representatives, advisors and specialists—people who have invested the time to build on their talents and become experts in their field. They have amassed the knowledge that comes only from experience.

A flexible approach with complementary solutions is paramount. We call on the full capabilities of the Northwestern Mutual to provide our clients with financial services that allow them to rest assured, with the confidence that their intentions have been understood and their needs are being addressed

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.