Jacob Roth - Northwestern Mutual

Jacob Roth - Northwestern Mutual Financial Representative with Northwestern Mutual in Wichita, Kansas. Focusing on helping families,

In 2022, our client experience is winning awards. But in 2019, things were not going as planned. Our Chief Customer Offi...
03/24/2022

In 2022, our client experience is winning awards. But in 2019, things were not going as planned. Our Chief Customer Officer Christian Mitchell explains the steps we took to transition from stuck to soaring.

I am proud to share that Northwestern Mutual’s digital financial planning experience is the winner of a 2022 FinTech Breakthrough Award. Out of 4,000-plus nominations, Northwestern Mutual’s financial planning experience won for “Best InsurTech Solution” in 2022.

Please reach out if you’d like to discuss your retirement timeline.
03/23/2022

Please reach out if you’d like to discuss your retirement timeline.

When is the right time to retire from work? As you weigh your decision, ask yourself these questions first.

Tips to help you and your budget before you restart your payments.
03/22/2022

Tips to help you and your budget before you restart your payments.

Repayment of student loans will resume on May 1. Here’s what to know before you ease back into your payments.

If you’re unsure whether you’ve done enough to prepare for retirement, let’s talk through your dreams and potential chal...
03/22/2022

If you’re unsure whether you’ve done enough to prepare for retirement, let’s talk through your dreams and potential challenges together.

Retirement planning for women can look different than for men because of specific retirement risks.

Annuities play a role in retirement portfolios that few other assets can replicate.
02/21/2022

Annuities play a role in retirement portfolios that few other assets can replicate.

An annuity is a unique asset that can build stability and reliability into a financial plan. But is an annuity a good investment? Well, that may not be the right question to ask. Here’s why.

Understanding your partner’s values and experiences can go a long way toward overcoming financial infidelity together.
02/21/2022

Understanding your partner’s values and experiences can go a long way toward overcoming financial infidelity together.

Financial infidelity can be a serious breach of trust in a relationship. Financial therapists share how 3 couples overcome financial infidelity.

Consider these ideas if you’re looking for an affordable springtime getaway.
02/16/2022

Consider these ideas if you’re looking for an affordable springtime getaway.

Spring break is just around the corner. If you’re looking for affordable family vacation ideas, consider one of these 5 budget-friendly destinations.

If you’d like to discuss your goals and the progress you’re making, let’s talk.
02/15/2022

If you’d like to discuss your goals and the progress you’re making, let’s talk.

This month, take stock of your retirement savings and start to prepare for tax season. Here are 5 ways to improve your finances in February.

Only a quarter of employers offer paid maternity leave. We can help you figure out how to make ends meet during your lea...
02/14/2022

Only a quarter of employers offer paid maternity leave. We can help you figure out how to make ends meet during your leave, and plan for your family’s financial future.

Expecting a baby is an exciting time. Here’s what to know about planning for pay on maternity leave.

It’s about aligning all of your competing goals to support a balanced life. Reach out to learn more.
02/11/2022

It’s about aligning all of your competing goals to support a balanced life. Reach out to learn more.

Northwestern Mutual financial advisor Deidra Willis shares her thoughts on how focusing on all aspects of wellness is the key to creating a successful personal financial plan.

It may not seem like it but saving for retirement is as much about how you’d like to retire, as it is about how much you...
02/10/2022

It may not seem like it but saving for retirement is as much about how you’d like to retire, as it is about how much you’re putting away now.

Saving for retirement seems like a fairly straightforward question to answer, but when weighing all of the options, can actually be quite complex.

Whether you’re looking for a sweetheart deal or a deal on a gift for your sweetie, you’ll have some good sales to choose...
02/08/2022

Whether you’re looking for a sweetheart deal or a deal on a gift for your sweetie, you’ll have some good sales to choose from. Here are the best deals to look for in February.

Shopping for bargains continues to look different during the pandemic, but some traditional categories still offer reliable sales. Here are 4 things to buy in February and 2 to skip.

Address

8621 E 21st Suit 150
Wichita, KS
67206

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13162490188

Website

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