Our Mission

"Our mission is to achieve financial security for our clients through a thorough planning process while creating life-long relationships and providing unprecedented service."


A Message from Thom Wilkinson, ChFC©, RICP©, AEP©, CLU©, CASL©

Financial planning requires a commitment of time—yours and mine. I will work to understand your current personal and financial circumstances and your goals for the future. I will work to do more than just determine a planning solution; I will build a strategy that is right for you. Together, we will work to develop a financial plan that balances your short-term needs with your long-term goals.

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Planning for Financial Security

We take both a defensive and offensive approach to help you achieve financial security. It all starts with a solid foundation to help protect against unexpected risk, steps to accumulate wealth, and strategies to turn your assets into predictable income in retirement and leave a legacy.

With access to a wide range of financial planning expertise, we are uniquely equipped to help you turn your challenges into rewards and achieve the future you envision. Take a few minutes and watch this short video to learn about Northwestern Mutual's comprehensive approach to personalized financial planning and how doing so can help you achieve the future you envision.


The Significance of Long Term Care Planning

After a lifetime of work and proper preparation, a secure retirement can be your reward. That security will only be as strong as your ability to stay healthy. Most people would agree that their most important asset is their health. That is why it's important to ensure that if you are ever faced with an extended illness, you will receive the kind of care you need.

Long-term care planning addresses services provided to individuals suffering from a chronic illness, disabling condition or cognitive impairment. These services are generally needed for an extended period of time and may not "cure" or "heal" the patient. They focus on helping the individual with routine activities such as bathing, dressing and eating.

One in five Americans is currently providing long-term care to a loved one (Northwestern Mutual Long-Term Caregiving Study, October 2013). As a long term care Specialist, Thom Wilkinson can help you find the best way to plan in advance for this type of care.


Our Team

We firmly believe that the process our team follows sets us apart. Together, we stand committed to providing the best customer service possible.

Team

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.

Thom Wilkinson, ChFC®, RICP®, AEP®, CLU®, CASL®
Wealth Management Advisor


Wilkinson Financial

The economic recovery and what it means for you. Hear the insights from our leadership.

Watch the video. The leaders of Northwestern Mutual share their insights on the economy, monetary policy, the markets, managing financial risks, and what it all means for your finances. 

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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