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

   

   

   

#IfItWasUpToMyKid

Home is where the greatest moments are shared and where the most valuable and meaningful memories are made. But sometimes, life happens. From technology and social media to work-life imbalance to competing schedules, families can struggle to be present and connect on a more personal level at home.

This fall, Northwestern Mutual wants families to find that connection at home again. Parents can submit a video or photo of their kid's ultimate home experience inspiration — the bigger, the more out-of-the-box, and the more imaginative the ideas, the better — and we may just ring your doorbell to make your dream a reality!

To enter:  Join the conversation on social and enter to win with #IfItWasUpToMyKid! 

Learn more and submit your entry here now.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

 

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