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

Financial Advisor

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

News

Grow and Protect the Value of Your Business

Learn how you, your employees, and your business can benefit from group disability insurance. Play Video.

More Choice, More Control: Disability Income Insurance for Physicians and Dentists

Our new Medical Own Occupation disability income insurance provides more choice and control than ever for physicians and dentists. Watch now.

Term or Permanent Life Insurance: Which Option Is Right for You?

Find out the four questions to ask yourself before choosing term or permanent life insurance. Download now.

 

Getting To and Through Retirement

The strategies you use to get to retirement are not the same strategies you'll need to make sure your money lasts through retirement. Watch this short video to learn why.

The Ultimate Guide to Finances in Your 30's

The Ultimate Guide to Finances in Your 30's

How to make your money work for you.

DOWNLOAD YOUR GUIDE >

6 Risks That Can Impact Your Retirement

Make sure your money lasts as long as you do. Learn about the risks that can impact your financial security in retirement. VIEW NOW.

Financial Bootcamp for New Parents

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

Save for College with Confidence: Your Guide to Education Funding

Understand your college saving options, and see how time and money can be on your side. Download now.

Job Benefits 101: What to Look for When You Start With a New Employer

Your salary isn’t the only thing that counts toward your compensation. Here are the job benefits to look for.

How to Protect Yourself After the Equifax Data Breach

A breach at the credit reporting firm Equifax has compromised millions Americans’ personal information. Here’s what to do if you’re at risk.

How to Negotiate Your Salary

Before you accept that new job offer, brush up on how to negotiate your salary to make sure you’re not leaving money on the table.

 

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