Julia L Pitkin Shantz, CFP®, CLU®, CAP®, CASL®, RICP®

Financial Advisor

  • Office 301-217-6456
  • Mobile 703-505-7731

Creating Financial Plans for Your Business and Family

For many business owners and busy professionals, there's little time left after career and family to deal with personal finances and formulate financial goals. Unfortunately, being too busy can be costly.

Perhaps you've saved some money, bought life insurance or invested in the market.  But do you take time to examine your current financial situation to ensure you are on track to meet your financial goals?

That's where we can help. Whether you want to work on your own financial situation or that of your family or business, we take a snapshot of where you are now, your progress toward your goals and what actions you are taking to reach them.

My team and I apply time-tested strategies, provide expert advice and make recommendations based on where you are today and where you want to be in the future. For a glimpse of our planning approach, visit our eBrochure, Plan Wise. Live Confidently.

Along the way, you'll gain the knowledge and insight to make financial decisions that are right for you and your loved ones.

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.

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.

Financial Bootcamp for New Parents

How children can impact your finances and how you can best prepare for it. Learn more.

 

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