James H Meanix, CFP®, CLU®, ChFC®, AEP®, CASL®

Wealth Management Advisor

Plan Now for Your Future

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

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

As a Wealth Management Advisor for the Northwestern Mutual Wealth Management Company, Jim works to serve as a friend and an advocate to help clients achieve their objectives. By taking the time to get to know you and your family, Jim puts you, not your wealth, at the center of the process.

Webcast: Stretch Your Retirement Savings – View Now

Discover simple steps you can take today to help ensure taxes don’t get the best of your retirement dollars in our webcast, Pay Taxes Now or Later: Retirement Strategies Beyond a 401(k).

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Have You Taken Steps To Help Protect Your Most Valuable Asset?

You insure your home, your car and even your cellphone. What about your paycheck? Watch this short video to learn more.

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How Will Rising Interest Rates And A Strong Dollar Affect The Markets?

In this month’s Ask The Financial Expert column, our experts are tackling real estate. Will the Fed’s recent removal of “patience” have an impact on you? Is now the time to get in to real estate investing? These questions and more are answered. Read the article now.

Listen to it now. Like what you hear? You can subscribe to the podcast on iTunes or RSS.