James Atkinson - Northwestern Mutual

09/22/2023

Planning for retirement sooner pays off later in a big way. I can help you get a head start on the retirement you want without sacrificing your lifestyle today. Reach out, let's talk.

09/20/2023

At times, finances can be challenging. We’ve all been there. But that’s where I come in. Our study shows that 75% of people who work with a financial advisor feel more confident about their money. So reach out and let’s make a plan that will have you feeling good.

*Planning and Progress Study, 2023

09/13/2023

The numbers may surprise you—but retirement planning is about much more than numbers. The amount you need is unique to your goals. So see where you stand in terms of savings—and then I can help figure out the right strategies for you: http://spr.ly/6180PNdz0

08/23/2023

The numbers may surprise you—but retirement planning is about much more than numbers. The amount you need is unique to your goals. So see where you stand in terms of savings—and then I can help figure out the right strategies for you: http://spr.ly/6189Poruc

08/14/2023

No matter what goals you have for the future, I’m here to help you create the life you've been dreaming of. Let’s build a plan to suit your needs.

08/10/2023

66% of Americans admit they need to up their financial planning game. Ask Millennials and Gen Z and that stat skyrockets to 79%. But only 37% benefit from the expertise of a financial advisor. Reach out to me today to join those taking charge of their financial well-being.

*Planning and Progress Study, 2023.

08/02/2023

Confidence levels soar with the right guidance. From retirement planning to financial security, working with an advisor who gets you makes all the difference. Reach out today to take the first step toward a more confident future.

Source: Northwestern Mutual Planning and Progress Study, 2023.

07/13/2023

A “retirement paycheck” can help you achieve financial security in retirement. Here’s advice from retirement and longevity expert Steve Vernon on creating yours.

Social Security is the best source of protected income since it’s indexed for inflation, won’t go down when the stock market crashes, is paid for the rest of your life and has survivor benefits. But many retirees want more lifetime protected income than Social Security provides.

07/10/2023

Your legacy is about more than passing on possessions. It’s about the values and knowledge passed to the next generation. For instance, let’s get a jump on building generational wealth by teaching our kids about money at an early age. Check out more tips: http://spr.ly/6187PKoO7

07/04/2023

Happy Fourth of July! Today’s the day to enjoy everything from a neighborhood BBQ, fireworks with the family, or even festive chalk art. However you celebrate, my Independence Day wish for you is to live the life you want—today and every day after.

06/27/2023

Is this you? I’ll design your financial plan so you can feel confident that you can live the life you’ve always wanted.

Source: Northwestern Mutual Great Realization 2022 Study