Prescient Financial Solutions

Vision is not seeing things as they are...but as they will be

What concerns you most about your financial position? Is it losing your business or key employees?  Perhaps you are uncertain of how to pass your wealth or your business down to your children. Maybe you are unsure of how you will be sitting financially when you retire. 

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 blueprint will lay out what you need to do today to achieve your goals tomorrow.

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next. That's where Jerry David comes in.

As a Wealth Management Advisor,  Jerry David specializes in wealth accumulation strategies, comprehensive business planning design and estate planning implementation while focusing on risk protection and security.

Let Jerry David design a plan to address your uncertainties and help you optimize your potential for a future of financial security for your business and your family.

Please visit the Resource Center to enjoy articles on a variety of  topical and relevant ideas. You'll also find calculators and market commentary.

Member, Cornerstone Financial Group 2009 Concierge Club

The Concierge Club is an elite group representing the top representatives of Cornerstone Financial Group who serve the business, estate and personal financial needs of our community.

Dividend Announcement

Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

Click here to read more

Consistency Counts Scorecard

As in golf, the low score wins the game. Find out how Northwestern Mutual’s performance ranks relative to the competition. In times like these, it’s nice to know that Northwestern Mutual isn’t just strong — it’s consistently strong.

View Scorecard

Consistency Counts

Strength on its own can be impressive. When consistency is added, that’s when it becomes real. At Northwestern Mutual, we’ve been able to deliver real strength for over 150 years. Put our strength to work for you.

Strength that works.

Northwestern Mutual receives "best possible ratings"

The four major ratings agencies, Standard & Poor’s, A.M. Best, Moody’s, and Fitch, have each confirmed the company’s insurance financial strength ratings. We take great pride, especially in these economic times, in providing our clients the consistent financial strength that has been our signature for over 150 years.

Click here to read more.

Managing Your Money In A Downturn

Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF).