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

Player of the game
Player of the game
Player of the game
Player of the game
Player of the game
Player of the game
Player of the game
Player of the game
Robert T Billingsley

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

Wealth Management Advisor

4 Ways Having a Financial Plan Helps Improve Your Wellness

The latest Planning and Progress Survey shows just how much your finances are tied to overall wellness. Read more here.

Why Now May Be a Good Time to Consider a Roth Conversion

A Roth conversion can be a silver lining of a market decline. Read more here.

Smart Money Moves for Rising Interest Rates

This could be a great time to assess your personal finances. Read more here.

 

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.