Welcome from Kevin Cooley

When it comes to your financial goals, each decision you make and action you take can 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 tomorrow. Choosing to work with someone who has the ability, resources, and team of advisors to best address those needs is vital to the success of your plan.

As your Wealth Management Advisor, I will listen, clarify and help prioritize your goals before developing a personalized financial plan design. My team and I will make every effort to help you acheive financial security within both the protection and accumulation phases of your financial plan. We believe in a comprehensive planning approach, which includes a suite of tailored solutions for our clients.

Kevin B. Cooley, ChFC®, RICP®


Kevin specializes in providing comprehensive financial and wealth management advice to successful business owners, physicians, and indiviudals near retirement.

Resources for Business Owners

If you own or operate a business, Kevin recommends the following articles:

Click here for additional resources.
 
With a focused expertise on the business owner, Kevin can provide guidance for any stage of your business:

 

Resources for Retirement

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 our unique approach to retirement income planning can give you a greater level of confidence that your retirement funds will last your lifetime.

Kevin B. Cooley, ChFC®, RICP®

Wealth Management Advisor

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.

 

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