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

The Importance of Planning for the Cost of Long-Term Care

This is an important planning consideration that we often cover with clients. Read more here.

What Is Earnest Money When Buying a House?

Earnest money can be a key part of the homebuying process. Here’s what you should know. Read more here.

Should You Pay Off Debt or Start Investing? Ask Yourself These Questions

With the right financial strategy, you may be able to do both. Read more here.

 

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