Robert T Billingsley, J.D., CLU®, ChFC®, RICP®, CLTC®
Wealth Management Advisor


Physicians Nationwide

Welcome!

Thank you for visiting our webpage!  My team and I believe strongly in the value of financial planning and enjoy working with individuals who are committed to building a secure financial future for themselves, their families and/or their businesses. 

Most people have high hopes for their future.  While hoping can provide endless opportunities, it is not a strategy. The only proven way to achieve financial success is to set measurable goals of what  you really want, to develop a written plan with specific steps to achieve your goals and to take action every day in furtherance of your plan.    

Our Mission:

"Our mission is to empower you with a vision and a road-map for financial security through a planning process that focuses on what is most important to you."

 

Our Planning Process:

Financial planning requires a commitment from both you and us.  The process  begins with an initial meeting.  This allows us to help you articulate and prioritize your goals and to help us gain a clear understanding of your current situation.

Once we have a clear understanding of your goals and objectives, we prepare a written "Personal Planning Analysis" that analyzes your current situation and provides recommendations to help you achieve your goals. Because of our  access to Northwestern Mutual's world-class solutions and product specialists,  we can also help you implement your plan and then meet with you on an on-going  basis to help you stay on track for a lifetime of financial security.

"Financial Security is not a matter of chance -- it's a matter of choice. What is your choice?"


Proud sponsor of Northwestern Mutual Player of the Game
 University of Mary Washington Men's and Women's Basketball

   

   

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