Wendy Ann Thompson, CFP®, RICP®, CLU®, ChFC®, CASL®
Wealth Management Advisor


Physicians Nationwide

How we help our clients

Team

Chris, Leigh-Ann, and Wendy at our 2022 Annual Recognition Dinner. Our team made #1 in overall sales in our office and we had a wonderful night celebrating!

When it comes to your financial goals, each decision you make and every action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals for tomorrow.

Taking control over your financial future begins with thoughtful planning. Our team would love to come alongside you and help address your various needs and help you secure financial independence so you can enjoy your future to the fullest. As your Wealth Management Advisor, my role is to help you prioritize your vision, values, mission, and goals. From there, I will prepare a personal financial plan to help you achieve your vision for the future and we can provide the tools needed to meet, and hopefully exceed, your goals.

Recognition Dinner

Our top performing agents at our annual Recognition Dinner.


Senator

Former U.S. Senator, Johnny Isakson, visited our office recently and I was impacted by his quote, “If everyone had enough life insurance to protect and take care of their family, our nation would be in a much better position. Social Security alone is not sufficient to meet the needs of our people.”


Increase Your Probability of Success In Retirement: Northwestern Mutual's Unique Approach

When saving for retirement, the big question on everyone's mind is: Will I have enough money to last as long as I live? Learn how Northwestern Mutual's unique approach to retirement income planning can give you a greater level of confidence that the money you're working so hard to save will last your lifetime.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Client Story: How Disability Insurance Helped This Doctor During the Pandemic

Complications from COVID-19 left Dr. Grant Lashley unable to return to work. His story illustrates the critical role of disability income insurance. Get started

 

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.