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.

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.  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.

 


 

Before Brad Justice can speak intelligently about the services that might be appropriate for you and your family, he needs to know your current and future plans.   Brad works closely with entrepreneurs, business owners, and families to help them optimize wealth; as well as help people achieve financial security.  Brad Justice believes long-term relationships are based on trust and outstanding customer service. 

As your Wealth Management Advisor, Brad will listen, clarify and help prioritize your goals and aspirations before developing a personalized financial plan designed to help you achieve your vision for the future.

Let Brad Justice help you ensure your financial future is all you want it to be.

 


 

Go Paperlesshttp://www.davidbernard-nm.com/files/NewsBlurbs/Blurb124.jpg

NMIS Online clients can go paperless by enrolling in electronic delivery (e-delivery) of certain account/securities documents.  Enroll Now.

 

Brad Justice, CFP®, CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor

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

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

How Much More Room Does This Economy Have to Run?

The Dow is reaching record heights, but is there growth left? Should investors be ready for a downturn? Our experts weigh in on how likely it is that investors will see growth and what causes markets to change course.

 

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