Live Life Differently through Financial Planning

 

Northwestern Mutual's financial planning process is designed to help you create a lifetime of financial security:

Our financial professionals will work with you to:

1. Identify your goals. First, we'll make sure we understand what’s important to you and your loved ones, where you are today and where you want to be in the future.

2. Develop your personalized plan. We'll analyze your financial situation and develop recommendations that can help you and your family achieve financial security.

3. Implement your strategies. We'll bring your financial plan to life with proven products and quality solutions.

4. Review your plan. Throughout life, even small changes can impact your financial plan. We'll help you adjust your plan as needed to stay on track.

Watch this short video to learn how Northwestern Mutual's comprehensive approach to personalized financial planning can help you achieve the future you envision.

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The most financially secure region in America?  We need your help!

Our goal at Northwestern Mutual Cincinnati is to build the most finanically secure region in america.  To do this we are looking for brave individuals with focus and vision who are passionate about helping individuals and families with what's most important to them while showing them how to grow their assets to achieve their short and long term goals. 

If you are interested in a career with purpose and promise,

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A Top 10 Interneship Program for over 21 years

We celebrate the 50th Anniversary of the Northwestern Mutual Internship, by acknowledging the impact interns continue to have on our communities.

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Northwestern Mutual- Cincinnati partners with The Andy and Jordan Dalton Foundation.

The Northwestern Mutual Foundation has recognized Shawn Kelley, Managing Partner of Northwestern Mutual - Cincinnati with the foundation’s 2015 Community Service Award for his exemplary work with the Andy and Jordan Dalton Foundation. This award accompanies a $15,000 grant, which was presented to the Andy and Jordan Dalton Foundation on April 28th 2015. The grant will contribute to the support the Andy and Jordan Dalton Foundation’s mission of providing opportunities, support and resources; along with life-changing experiences to seriously ill and physically challenged children and families in Cincinnati. The mission of the Northwestern Mutual Foundation is to improve the lives of children and families in need. The Foundation has given nearly $270 million since its inception in 1992 and is designed to create lasting impact in the communities where the company’s employees and financial representatives live and work.

 


Inspiring Leaders: The Power of You

Northwestern Mutual hosted a speaker series with Moira Forbes, President and Publisher of ForbesWoman, Ingrid Vanderveldt, Mission to Empower 1 Billion Women by 2020 (EBW2020) and Joann Eisenhart, Ph.D., Senior Vice President of Human Resources at Northwestern Mutual.  During recent events in Raleigh, North Carolina, Hartford Connecticut and Cincinnati, Ohio, these inspiring leaders shared their perspective on the women, power and empowerment. This is the first of a series of tours set to take place across the country in 2014.

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Shawn F Kelley

Managing Partner

Career Changers

Changing careers doesn't have to be daunting. Coming from many different backgrounds and occupations, our financial representatives go on to develop successful business practices. With support from a quality organization, it can be an easy transition.

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Looking for a career that allows flexibility and exceptional income potential? Do you want top-notch training, mentorship and resources? Have you been searching for a company that demonstrates a commitment to diversity and giving back to the community?

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#1 in the Financial Services Industry

- Selling Power's "50 Best Companies to Sell for Now." October 2016

Top Ten Internship for 21 Straight Years

- Vault Guide to Internships, 2017 edition

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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 Expects to Lead Industry In Dividends

Everyone loves dividends. So do we. Our 2017 total life insurance dividend payout is expected to be double our nearest competitor. Learn 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