James R Walker, CLU®, ChFC®, CLTC®

Senior Financial Representative

Hard work, discipline, expertise, and financial planning transform aspirations into reality. Wherever you may be on the road to success, professional guidance can help you achieve your goals toward financial security and continued growth.

 

Whether you are seeking to preserve the full value of the success you have already achieved or looking to grow your assets over the long term, Jim can help you create a personal plan that addresses your specific goals.

 

A good financial plan will lay out what you need to do today to help achieve your goals for tomorrow. It should take a broad range of areas into account such as retirement planning, education funding, estate planning, investment planning, and asset allocation, to make sure your investment portfolio is designed to match your circumstances. Jim will help you gain a clear understanding of these interrelationships which will prove valuable as you confront the evolving economic issues.

 

Regardless of the complexity of financial issues you face, no time is better than the present to get started. The sooner you can plan ahead, the better the outlook for a financially secure future. Contact Jim Walker today.
 

 

My Mission

Jim's mission is to help you achieve financial security for your family or business. Jim will work with you to help identify your financial goals, and suggest a strategy to help you reach those goals. Jim can then help you implement the plan through products and services of Northwestern Mutual and affiliates.

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.

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

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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