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


Physicians Nationwide

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. 

Our top performing agents at our annual Recognition Dinner.


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.”

 


Please view this helpful eBook for new parents or grandparents!

https://media.nmfn.com/tool/NewParents2016/


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.

 


   

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck