John B Garwood, CFP®

Wealth Management Advisor

OUR PRACTICE

Thank you for visiting our website!  It has been recently updated to provide more insight for people who might consider working with us.  In our financial services experience, we've found that people often reach out to us during times of transition: dealing with the death of a loved one, starting over after a divorce, facing important choices related to retirement, a new marriage, or not knowing how to properly steward an inheritance.  Whether you are at a time of change in your life--or you're just finally ready to partner with someone to create a plan--our team is ready to help you.

Our team has been built to support intergenerational needs.  Turner Dayton is a Financial Advisor with our team, and works with many of our clients just starting out.  He is holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) as well as the Certified Life Underwriter (CLU®) designations.  It is important to us that we not only help our clients successfully retire, but that we also be here decades from now to see you through your retirement years. We offer family meetings to discuss legacy desires for our older clients and help the next generation prepare their own financial foundations and make wise decisions about their future inheritances.  These services help parents and children alike ease their worries about each other's well-being by facilitating clear communication about family finances and estate planning.

OUR MISSION

We believe that financial planning can be fun, educational, interesting, and motivating when the right people partner with one another. We will work with you and your family over the long term to create and implement a financial plan that reduces worry and stress, and most importantly frees you up to enjoy what matters most in your life.

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