Danielle Shea, RICP®

Financial Representative

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

Spend Your Life Living

Young family on the beach

Tomorrow is important, but life is happening today.

We don’t think you should spend your life in 2018 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.

 

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

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

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

See what our version of financial planning looks like.

Learn More

 

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