Perry Jewell, CLTC®

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 financial 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  

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

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

The economic recovery and what it means for you. Hear the insights from our leadership.

Watch the video.The leaders of Northwestern Mutual share their insights on the economy, monetary policy, the markets, managing financial risks, and what it all means for your finances. 

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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