David J. Miller, CFP®, CLU®

Wealth Management Advisor

Team

Our Mission

We help our clients sleep at night by making sure they have attractive options at every stage of life.

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Our Values

  1. Growth - personally, professionally, and financially
  2. Accountability - we hold up the mirror to our clients
  3. Respect - we listen to our clients, and treat them the way we want to be treated
  4. Personal Responsibility - doing what we say we will, when we say we'll do it
  5. Serving Others - we want to leave the world a little better than how we found it

 


The Top Six Mistakes People Make During Open Enrollment

The Top Three Mistakes Investors Make During a Pandemic

Why Being Conservative with your Money is Riskier than you Think

Three Things You Can Do to Potentially Pay Less Taxes in 2020

The Top Three Mistakes People Make when they Receive an Inheritance

What's Next

These days, it’s more important than ever to have a plan. Let’s plan what’s next for you. Get started.

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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