Financial security is often a major objective in each of our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, Julien can help you identify your needs and provide complementary solutions.

Julien's Mission

Whether you are concerned for your own financial needs or those of your family or business, Julien will work to understand your financial dreams and goals so he can help provide the right solutions and products at the right time.

For people aging into their late 50's, and, more importantly, into their 60's, it makes great sense to take a few extra minutes to focus on the long ball; to make sure we have the best chance for it to land in the receiver's hands.  This is a challenging task due to all the things that grab at our time but very important because there are fewer employer-sponsored pension plans for us to rely on, lots of market volatility, and our longevity is increasing.

We spend our lives on the offense, going after our dreams, but many games are won by having a good defense.  Juliens's game encourages clients to take some time off from the offense, by exchanging information with Julien, thus allowing Julien to get to know you better, and developing a closer relationship with you.

As Hubert Davis (who played under basketball great, Dean Smith said), "he couldn't coach us unless he knew us", so "he would take the time to get to know us, and that was a great thing."

Julien's goal is to get to know you, provide good solid advice, and hope the ball lands inyour hands when you need it. 

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, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

The Importance of Planning for the Cost of Long-Term Care

This is an important planning consideration that we often cover with clients. Read more here.

What Is Earnest Money When Buying a House?

Earnest money can be a key part of the homebuying process. Here’s what you should know. Read more here.

Should You Pay Off Debt or Start Investing? Ask Yourself These Questions

With the right financial strategy, you may be able to do both. Read more here.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.