R Perry Jewell

Financial Advisor

My Mission

“My desired goal as a financial advisor with the Northwestern Mutual Wealth Management Company is to help my clients achieve a position of finacial strength and financial security. Strength and security are defined not only from a financial position but also the position of risk mitigation. I can help you accomplish your goals by making sure I am intentional, asking questions, not only about what is important today, but also about tomorrow, 10, 20 and 30 years out from today. By developing meaningful relationships with my clients, I work from a platform of honesty, trust, integrity and mutual respect. Combined with Northwestern Mutual’s comprehensive financial planning tools, over a decade of experience, I help my clients to secure their dreams, and take care of their families through careful and thoughtful planning.   

-Perry Jewell, CLTC
Financial Advisor

   

Pyramid of Needs

 

Building Your Financial Plan Pyramid of Needs

Perry Jewell follows a disciplined three stage planning process.

Risk Management: protecting the things you value and could least afford to lose; It's your foundation for all planning.  As the foundation of the pyramid, the Risk Management stage is where lifetime financial security begins. Each person’s Financial Pyramid is only as strong as its foundation.  

Wealth Accumulation: planning to help achieve your financial goals including education for your children, the lifestyle you choose and your retirement dreams.       Expert guidance can help you build your overall portfolio. We address goals through long-term investment strategies that are consistent with your risk tolerance and time horizon. We utilize a mix of different investment choices and strategies in or to manage unnecessary exposure to various market conditions to help you remove emotion from your financial decisions.

Wealth Preservation and Distribution:  evaluating your situation, the income you need for your retirement lifestyle, and the optimal way to pass along a legacy to your heirs. Make the most of your assets.Your plan may gradually reduce investment risk exposure to preserve assets while also helping to generate enough retirement income to support your standard of living for as long as you live. Those assets that you feel you may not need in your lifetime can also help you to coordinate your estate, make lifetime and charitable gifts, and create or update your will and trusts.

The Business Corner  

If you own or operate a business, Perry Jewell recommends the following articles:

 

Click here to read additional articles. 

With a focused expertise on the business owner, Perry Jewell can provide guidance for any stage of your business:Business Markets Stratey map

 

 

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.

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