For more than 160 years people have relied upon Northwestern Mutual when seeking financial security for themselves and their families. Their mission is to help you achieve financial security by listening to your hopes, dreams, goals, and fears. They strive to gain an understanding of each client’s situation and recommend solutions tailored to your individual needs with a focus on relationships, service, and the care they would want for their own families.
George Starnes, David Van De Water, and Chad Dowdy have more than 80 years combined experience, and their areas of expertise include Wealth Management, Fee-Based Planning, Trust Services, Retirement Income Planning, Financial Planning, Investment Strategies, Estate Planning, Business Succession Planning, Long Term Care Planning, Life Insurance Planning, Disability Income Planning, and Education Funding. As your Wealth Management Advisors they will listen, clarify, and help prioritize your goals and aspirations before developing a personalized financial plan designed to help you achieve your vision for the future.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities and life insurance with long-term care benefits) and its subsidiaries. George R Starnes III, David J Van De Water, and Samuel Charlton Dowdy are Insurance Agents of NM. Registered Representatives of Northwestern Mutual Investment Services, LLC (securities), a subsidiary of NM, broker-dealer, registered investment adviser, and member FINRA and SIPC. Representatives of Northwestern Mutual Wealth Management Company®, Milwaukee, WI (fiduciary and fee-based financial planning services), a subsidiary of NM and federal savings bank.