Danielle Shea, RICP®

Financial Advisor

  • Office 563-245-1122
  • Mobile 563-920-2336

Spend Your Life Living

Family walking on beach

Tomorrow is important, but life is happening today.

We don't think you should spend your life in 2019 waiting to live. You should spend it living.

We'll evaluate where you are and where you want to go. Then, We'll work with you on a personalized financial plan that will help you reach your goals with the right mix of Northwestern Mutual insurance products and investment strategies.

See how a financial plan can help you do all the things you want now, and years from now. Contact me to set up a free meeting to review your Financial Blue Print.

Danielle.Shea@nm.com

Helping Create Your Financial Plan

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement. I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future. By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, I will do my best to help you protect and provide for those people you care about most.

But achieving financial security takes more than creating a comprehensive plan; you also have to take action on your plan, and evaluate and adjust it over time. As a Northwestern Mutual Financial Representative, in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation. Together, we'll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

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