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?"


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Robert T Billingsley

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

Wealth Management Advisor

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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

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